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Joseph Martin Latour

Latour Asset Management LLC

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About Joseph Martin Latour

Joseph Latour is a registered Investment Advisor Representative with Latour Asset Management LLC. Joseph has over 20 years of experience in the financial services industry. Prior to joining Latour Asset Management LLC, Joseph was a Registered Representative with Center Street Securities, Inc. and Mutual of Omaha Investor Services, Inc. Joseph holds a Series 6, Series 7, Series 63, and Series 65 license. Joseph is also a licensed Insurance Agent in Missouri. In addition to his work with Latour Asset Management LLC, Joseph is also a Managing Member of Latour Properties LLC, a personal property management business. Joseph is also the President/Insurance Agent for Latour Advisory Group, Inc., an insurance products sales and services company. Joseph is dedicated to providing his clients with personalized financial advice and services. Joseph specializes in financial planning and selection of other advisors.

Firm Information

Joseph Latour is currently registered with Latour Asset Management LLC. Latour Asset Management LLC is a financial planning firm that specializes in providing comprehensive financial planning services. They offer a range of services including selection of other advisers, educational seminars, and market timing services. The firm serves a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Latour Asset Management LLC is registered with the SEC and has a team of licensed agents and investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Joseph Latour’s Registration & Firm History

MO

11/09/2022 - Present

Latour Asset Management LLC (SPRINGFIELD MO)

MO

10/10/2012 - 12/01/2023

CENTER STREET SECURITIES, INC. (SPRINGFIELD MO)

NE

11/07/2001 - 12/16/2003

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 10/30/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/06/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Joseph Martin Latour. Review regulatory record here.
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