Lawrence B. Tate, ChFC

Financial Advisor

Schedule a time to chat and see if we can be of help.

This will be an informative call with zero pressure!

 

Larry specializes in helping people prepare for and execute their retirement strategy.

Lawrence B. Tate, ChFC

Financial Advisor

Schedule a time to chat and see if we can be of help.

This will be an informative call with zero pressure!

 

About

Larry provides creative alternatives to help affluent individuals efficiently pursue financial success and live out the retirement they desire.

Since starting as an advisor in 1999, Larry’s practice has grown almost exclusively by referrals from loyal clients.

This type of growth is only possible because of the commitment Larry gives to his clients through their complete financial life cycle. From his very first meeting, his goal is to educate clients on the how they can best use their financial resources. Then, throughout the service relationship, he helps meet each person’s specific needs using a wide range of financial products and services.

Larry is also a founding partner of Midwest Wealth Advisors, an independent financial services firm in Elk River, Minn. At Midwest Wealth Advisors, Larry and his two co-founders are focused on helping hardworking people prepare, implement, and manage every phase of their pre- and post-retirement life.

Larry lives in Blaine, Minn., with his wife Becki and stepchildren. Outside of his work with clients, Larry also serves with the Cystic Fibrosis Foundation and Feed My Starving Children, and he enjoys hockey, skiing, motorhome travel, pickleball, tennis, and reading.

CONTACT LARRY

Qualifications

  • B.A. Degree, Ripon College, Ripon, Wis.
  • 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, Financial Services Institute (FSI)
  • Member, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®
  • Retirement strategies and rollovers
  • Savings analysis
  • Tax minimizing strategies*
  • Life/disability insurance options and management
  • Investment consultation and portfolio management
  • College education funding strategies
  • Employee benefit analysis* (401k, deferred compensation, executive bonus, key employee retention)

Services

  • Retirement strategies and rollovers
  • Savings analysis
  • Tax minimizing strategies*
  • Life/disability insurance options and management
  • Investment consultation and portfolio management
  • College education funding strategies
  • Employee benefit analysis* (401k, deferred compensation, executive bonus, key employee retention)

Team

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Events

Larry has spoken has been a presenting and featured speaker at several industry events as well as featured in various publications:

  • NAIFA – Minneapolis and St. Paul, Minn.
  • Premier Resource Group – Las Vegas, Nev.
  • Life Mastery Sales Forum Annual Conference – Las Vegas, Nev.
  • North Star Resource Group Summer Summit Meetings – St. Paul, Minn.
  • Cystic Fibrosis Foundation Annual Gala – Minneapolis
  • Cystic Fibrosis Foundation Bid for a Cure Gala and Casino Night- Pasadena, Calif.
  • Business and Professional Women’s Group, The Three Rivers Chapter – Champlin, Minn.
  • NAIFA Advisor Today Magazine
  • Star Tribune – Minneapolis
  • Anesthesia schools – Various locations

Contact

    Elk River, Minn.

    11040 183rd Circle NW
    Suite A
    Elk River, MN 55330

    Directions

    Minneapolis

    2701 University Ave SE
    Minneapolis, MN 55414

    Directions

    Larry is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3333695/DOFU 11-2020

    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.