800.352.5837

Laurence Altman
Laurence J. Altman, CFP®, CLU, CLTC
Founding Partner, Fortune Financial, LLC
Areas of Focus
  • Estates
  • Retirement
  • Investments


Phone: 952.908.2510
Location
Minnetonka, MN »
Fortune Financial, LLC
10261 Yellow Circle Drive
Minnetonka, MN 55343

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Laurence J. Altman, CFP®, CLU, CLTC is a founding partner of Fortune Financial in Minnetonka, MN. Fortune Financial is an independent financial services firm founded in 1997. Its four founding partners have over 120 combined years of experience working together over their full careers.

Since 1980, Larry has advised business owners, professionals and executives with their retirement, investment and estate planning. Since 1987, he has specialized in working with qualified retirement plans for employers and their participants. In addition, since 2005, Larry has also specialized in strategies for families with special needs.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner, College for Financial Planning, Denver, CO
  • Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
  • Certified in Long Term Care (CLTC) CLTC Board of Standards, Newton, MA
  • B.S. Degree, University of Minnesota Business School, Minneapolis, MN-Concentrations: Finance and Economics
  • Member, Financial Planning Association, Denver, CO
  • Former Life and Qualifying Member, Million Dollar Round Table (MDRT, 2008-2014)
  • Interviewed and quoted in Money Magazine, The Star Tribune and Best’s Review
  • Fortune Financial featured in The Minneapolis/St. Paul Business Journal (February 2016)
  • Registered Representative, Registered Principal and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc., FINRA Series 7, 24 and 63 Registered
  • Numerous seminars to professionals and corporations

Personal

  • Past Board Member, MN Chapter of The International Association of Financial Planners
  • Legacy Advisor, Minneapolis Children's Hospital
  • Past Board Member, We Can Ride, Inc.
  • Interests include family, pottery, golf, the outdoors and all animals
  • Resides in Minnetrista, MN, with wife Patti and sons, Zach, Josh and Max

 

Larry is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2479426/ DOFU 04-2019


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.

Laurence’s Support Team


Name: David Shestak
Title: Senior Client Service Representative
Email: David.Shestak@fortunefin.com
Phone: 952.908.2511

Name: Amy Saufferer
Title: Senior Client Service Representative
Email: Amy.Saufferer@fortunefin.com
Phone: 952.908.2512

Name: Miraz
Title: Client Service Specialist
Email: md.miraz@fortunefin.com
Phone: 952.908.2513

Minnetonka

Fortune Financial, LLC
10261 Yellow Circle Drive
Minnetonka, MN 55343