Laurence Altman (CRD# 1011858) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 43 years of experience in the finance industry. Laurence Altman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Minnetonka, MN | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Fortune Financial Holdings, LLC | Minnetonka, MN | May 2000 - Current | 23 |
| North Star Consultants, Inc. | Minneapolis, MN | Nov 1980 - Current | 43 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 1990 - Aug 2023 | 33 |
| Minnesota Life Insurance Company | St. Paul, MN | Jan 1981 - Aug 2023 | 42 |
| C.r.i. Securities, Inc. | St. Paul, MN | Jul 1990 - Oct 2021 | 31 |
| Self-employed | Minnetonka, MN | Mar 2003 - Dec 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1980 |
- MN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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