Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Scott Lautmann

Oarsman Capital, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Scott Lautmann

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.

Firm Information

Peter Lautmann is currently registered with Oarsman Capital, Inc.. Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Lautmann’s Registration & Firm History

WI

07/31/2015 - Present

Oarsman Capital, Inc. (MILWAUKEE WI)

NA

01/01/1990 - 02/25/1993

ELAN INVESTMENT SERVICES, INC.

Not sure if Peter Scott Lautmann is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Scott Lautmann.
Not sure if Peter Scott Lautmann is right for you?