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Home > Financial Planner Directory > Minnesota > Minnetonka > Laurence J. Altman, CFP®, CLU,CLTC
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Laurence J. Altman, CFP®, CLU,CLTC

Fortune Financial

10261 Yellow Circle Dr
Minnetonka, MN 55343
Phone: (952) 908-2510
Fax: (952) 908-2501

Toll-free: (800) 765-9231
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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Medical & Health Issues
  • Special Needs

 

About My Practice

 

Experience

32 years as a financial adviser, Certified Financial Planner since 1983

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC, CLU
Broker-Dealer Affiliation
Securian Financial Services, Inc.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.