Laurence Altman, financial advisor Minnetonka MN
96 score

Laurence Altman

CRD Number: 1011858
Current Firm: Securian Financial Services, Inc.

Laurence Altman (CRD# 1011858) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Minnetonka, MN and has over 36 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.

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Professional Designations
Company Name Location Dates Years
Self-employed Minnetonka, MN Mar 2003 - Current 13
Fortune Financial Holdings, LLC Minnetonka, MN May 2000 - Current 16
Securian Financial Services, Inc. St. Paul, MN Jul 1990 - Current 26
C.r.i. Securities, Inc. St. Paul, MN Jul 1990 - Current 26
Minnesota Life Insurance Company St. Paul, MN Jan 1981 - Current 35
North Star Consultants, Inc. Minneapolis, MN Nov 1980 - Current 36
Marathon Advisors, Inc. Minneapolis, MN Jan 1984 - Dec 2007 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1980
Contact Info for Laurence J. Altman
Phone Number: 651-665-5609
Registered State(s):
  • MN
  • OK
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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