Unclaimed
Peter Lautmann is a registered investment advisor representative with Oarsman Capital, Inc. Peter has been in the financial services industry since 1990. Peter is licensed in Wisconsin. Peter has a Series 6 and Series 63 license and a Series 2. Prior to working at Oarsman Capital, Inc., Peter worked at Kitzinger, Lautmann Capital Management Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
07/31/2015 - Present
Oarsman Capital, Inc. (MILWAUKEE WI)
NA
01/01/1990 - 02/25/1993
ELAN INVESTMENT SERVICES, INC.
BC
Issued 02/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 12/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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