Laurence Mark Fotsch

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 05/2017
  Waddell & Reed, Inc
  Fort Collins, CO
• 02/2012 → 05/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Wellington, CO
• 06/2008 → 04/2017
  Lambeau Properties Llc
  Wellington, CO
• 01/2012 → 04/2017
  Fig Llc
  Wellington, CO
• 02/2015 → 01/2023
  Lee And Yasmin Fotsch
  Wellington, CO
• 09/2015 → 04/2017
  Uber
  Wellington, CO
• 05/2017 → 01/2023
  Centaurus Financial Inc.
  Anaheim, CA
• 01/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 06/2017 → 03/2026
  The Planning And Investment Center
  Fort Collins, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Millenium Financial Group
  St Cloud, MN

Previous Registrations

• 2017-05-22 → 2023-01-31
  Centaurus Financial, Inc.
  Windsor, CO
  Cheyenne, WY
• 2012-01-18 → 2017-05-25
  Waddell & Reed
  Ft. Collins, CO
  Cheyenne, WY

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 09/2018, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 1, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, PROPERTY & CASUALTY; 2) NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: NO, ADDRESS: 3653 MT FLORA ST, WELLINGTON, CO, 80549, NATURE OF BUSINESS: REAL ESTATE, START DATE: 01/2005, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 3) NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: NO, ADDRESS: 841 MOCASSIN LANE, ROCK SPRINGS, WY, 82901 NATURE OF BUSINESS: REAL ESTATE, START DATE: 01/2008, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 4) NAME OF OTHER BUSINESS: BIG RIVER ASSET MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PAYROLL AND BUSINESS ACCOUNTS PAID THROUGH THIS ENTITY; 5) NAME OF OTHER BUSINESS: MEALS ON WHEELS FORT COLLINS, CO; INVESTMENT RELATED: NO; ADDRESS: 1217 EAST ELIZABETH #11 FORT COLLINS, CO 80524; NATURE OF BUSINESS: CHARITY; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DRIVER, DELIVERING MEALS; 6) NAME OF OTHER BUSINESS: MILLENIUM FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2012-01-17

Other Names

• Lee Fotsch
• Lee Fotsch
• Laurence Fotsch
• Laurence Mark Fotsch
• Laurence M Fotsch