Lawrence B. Tate, ChFC
Founding Partner & Financial Advisor
Schedule a time to chat and see if we can be of help.
Lawrence B. Tate, ChFC
Founding Partner & Financial Advisor
Schedule a time to chat and see if we can be of help.
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.
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
Carrie Hancock
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Vice President and Director of Investments
Events
Larry 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
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
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.