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Laurence J. Altman, CFP®, CLU, CLTCFinancial Advisor
Phone: (952) 908-2510 Laurence J. Altman, CFP®, CLU, CLTC, is a Founding Partner of Fortune Financial in Minneapolis. Fortune Financial is an independent financial services firm whose four partners have over 100 years of combined experience in the financial services industry. Products and services are provided, in part, through a continuing relationship with North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services and CRI Securities, LLC, providing securities, investments and investment advisory services. Since 1980, Mr. Altman has advised business owners and executives with their retirement, investment, and estate planning. Since 1987 Mr. Altman has specialized in selling qualified retirement plans for private and public corporations. Most recently, Mr. Altman has added an additional specialty of planning for families with special needs. He is a graduate of the University of Minnesota Business School and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and Chartered Life Underwriter (CLU) and is certified in Long Term Care (CLTC). Mr. Altman is listed in the Marquis 29th edition of Who’s Who in Finance and Industry, has been featured in the Minnesota Business & Opportunities 1997 Who’s Who Guide to Financial Advisors, was named a Five Star Wealth Manager through Minneapolis St. Paul Magazine in 2008, and has been interviewed and quoted in Money Magazine and The Star Tribune. He has published articles related to retirement planning and is a well known speaker in the area of investment and retirement planning. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Fortune Financial, LLC North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Fortune Financial, LLC offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. Fortune Financial, LLC, is independently owned and operated. 79833/07-09 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
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