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Laurence Mark Fotsch

Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Millenium Financial GroupJan 2026 to now
  2. Cetera Investment Advisers LLCMar 2024 to now
  3. Cetera Advisors LLCJan 2023 to now
  4. The Planning and Investment CenterJun 2017 to Mar 2026
  5. Centaurus Financial Inc.May 2017 to Jan 2023
  6. UberSep 2015 to Apr 2017
  7. Lee and Yasmin FotschFeb 2015 to Jan 2023
  8. Various Insurance Carriers for W&r Insurance AgenciesFeb 2012 to May 2017
  9. Fig LLCJan 2012 to Apr 2017
  10. Waddell & Reed, IncSep 2011 to May 2017
  11. Lambeau Properties LLCJun 2008 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (CO, TX, WY).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2003513
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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