Ian Leo Laterreur
Investment adviser representative at Ergawealth Advisors, Inc.
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$341.5MFirm assets
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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
Experience
13 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Ergawealth Advisors, Inc.Sep 2017 to now
- Cetera Advisors LLCJan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, IN, TX).
Ergawealth Advisors, Inc.
$341.5MAssets managed
415Clients
2Advisers
4 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
- 3247231
- Firm CRD
- 290030