Midwest Wealth Advisors  
investing Rogers mn
midwest financial advisors wealth
Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”


Wealth Advisors Investment Broker

Additional information about individuals registered with FINRA can be found on FINRA'S BROKERCHECK.

 

"I am a Co-Founder of Midwest Wealth Advisors. Each day I strive to use my talents to improve the lives of my clients. I am dedicated to making a positive impact in their lives."

Since joining the industry 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 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 66 & 7 Registered Representative and investment advisor representative, CRI Securities, LLC and Securian Financial Services, Inc.
  • Member, Financial Planning Association (FPA)

Personal

  • Resides in Rogers, MN with wife, Kirsten
  • 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

Our Team

Lawrence Tate, ChFC
Chief Investment Strategist and Financial Advisor

David Nordmeier, CFP®, CFS
Chief Financial Strategist and Financial Advisor

David Pederson, CLU
Financial Advisor

Karen L. Nesbit
Practice Manager
for David Nordmeier

 

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

Phone: 763-428-0066
Fax: 763-428-0072
Email: larry@midwestwealthadvisors.com
Web: www.lawrencebtate.com
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© 2018 Midwest Wealth Advisors. All Rights Reserved.