Peter LautmannCRD Number: 2007575
Current Firm: Oarsman Capital, Inc.
Peter Lautmann (CRD# 2007575) is an Investment Advisor Representative working at Oarsman Capital, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Oarsman Capital Inc.||Milwaukee, WI||Jul 2015 - Current||2|
|Kitzinger, Lautmann Capital Management Inc.||Milwaukee, WI||Apr 1993 - Jul 2015||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
Total Assets Under Management360MILLIONS
Total Number of Accounts1,327ACCOUNTS
Average Account Value$271,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IA, IL, IN, MN, WA, WI