Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Luttman is an investment advisor representative with Cetera Investment Advisers LLC. Alan has been in the financial services industry since 1993. Alan provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Alan is registered with the states of Arizona, Arkansas, California, Florida, Indiana, Iowa, Michigan, Minnesota, Missouri, Nevada, North Carolina, North Dakota, Ohio, South Dakota, Texas, Virginia, Washington, and Wisconsin. Alan also has a Series 6, 7, 63, and 65 license.
Bloomington, MN
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Bloomington MN)
MN
11/14/2008 - 10/12/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/18/2004 - 12/12/2008
PROSPERA FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
OH
02/10/2003 - 10/15/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CA
10/17/2000 - 02/07/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/22/1993 - 10/30/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 6/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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