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 20+ 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 70 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 Blaine, MN with his wife Becki
    and step kids
  • Volunteers at Feed My Starving Children
  • Enjoys hockey, skiing, snowboarding, tennis, reading, and pickelball

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
11040 183RD CIR NW
Suite A
Elk River, MN 55330

Phone: 763-428-0066
Fax: 763-428-0072
Email: larry@midwestwealthadvisors.com
Web: www.lawrencebtate.com
(View Map)

© 2022 Midwest Wealth Advisors. All Rights Reserved.

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Midwest Wealth Advisors, an affiliate of North Star Resource Group, both of which are independently owned and operated and offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Midwest Wealth Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Midwest Wealth Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

! The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Click here to learn more.