800.352.5837

Lawrence Tate
Lawrence B. Tate, ChFC
Financial Advisor
Areas of Focus
  • Tax Strategies
  • Education Funding
  • Retirement


Phone: 763.428.0066
Location
Rogers, MN »
Midwest Wealth Advisors
20980 Rogers Drive, Suite 600
Rogers, MN 55374

Fax: 763.428.0072

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Since joining North Star Resource Group in 1999, Larry has specialized in providing creative alternatives to help people efficiently pursue financial success. Larry's goal is to help his clients make educated decisions regarding the best possible utilization of their financial resources. Additionally, he has the ability to meet the specific needs of his clients through the use of a wide range of financial products and services.

In Larry's 18+years his practice has grown almost exclusively by referrals from loyal clients. Larry works primarily with Medical Professionals, Retirees and Pre-Retirees and other Affluent Individuals, providing guidance on retirement, asset protection*, estate planning* and investment strategies. Larry has been distinguished as a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.

Larry is also a Founding Partner of Midwest Wealth Advisors in Rogers, MN. Midwest Wealth Advisors is an independent financial services firm and its 3 founding partners have over 60 combined years of experience helping families with their finances.

Services

  • Savings Analysis
  • Tax Minimizing Strategies*
  • Life/Disability Insurance Options and Management
  • Investment Consultation and Portfolio Management
  • College Education Funding Strategies
  • Retirement Strategies and Rollovers
  • Employee Benefit Analysis* (401k, Deferred Compensation, Executive Bonus, Key Employee Retention)

Qualifications

  • B.A. Degree, Ripon College, Ripon, WI
  • Series 7 and 66 registered. Registered Representative and investment advisor representative, CRI Securities, LLC and Securian Financial Services, Inc.
  • Member, Financial Planning Association (FPA)
  • Member, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®

Personal

  • Resides in Maple Grove, MN with his English Bulldog, Winston
  • Serves on various boards with the Cystic Fibrosis Foundation (CFF)
  • Enjoys hockey, skiing, snowboarding, tennis, and reading.

Where Larry has spoken at or been featured:

  • NAIFA – Minneapolis, MN
  • Premier Resource Group – The Mirage (Las Vegas, NV)
  • Life Mastery Sales Forum Annual Conference – Caesars Palace (Las Vegas, NV)
  • North Star Resource Group Summer Summit Meetings – St Paul, MN
  • Cystic Fibrosis Foundation Annual Gala – Minneapolis, MN
  • NAIFA – St Paul, MN
  • Anesthesia Schools – All Across the Country
  • Cystic Fibrosis Foundation Bid for a Cure Gala & Casino Night- Pasadena, CA
  • Business and Professional Women’s Group, The Three Rivers Chapter – Champlin, MN
  • NAIFA Advisor Today Magazine
  • Minneapolis Star Tribune

 

Larry is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1890646 / 09-2017

Lawrence’s Support Team


Rogers

Midwest Wealth Advisors
20980 Rogers Drive, Suite 600
Rogers, MN 55374

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.