The "latitude" in Latitude Financial Group represents freedom from narrow restrictions and
freedom of action and opinion. Because we are an independent firm, we are able to direct our
clients toward their own form of latitude. We are not owned by any insurance or investment
company, so we do not have corporate red tape or contractual obligations that require us to
operate with our clients in any certain fashion.
Our approach is to help you develop a financial program that is custom-tailored based on your personal goals, needs, and individual situation. We help you focus on what's most important to you, pinpointing your financial objectives and identifying specific strategies designed to turn your dreams into realities.
At the same time, "latitude" also brings to mind a sense of direction. That is equally fitting because we help you create a financial map that will help guide you from where you are today to where you want to be tomorrow.
|Firm Start Year:||2008|
|Name of Broker/Dealer:||Securities America, Inc|
|States Licensed in:||CO, FL, IL, IA, NV, SC, TX, WA, WY|
|Number of Years with Current Firm:||11|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care , Variable Life , Disability , Variable Annuity , Life , Annuity , Health|
|Firm's Number of Clients:||300|
|Firm's Number of Planning Clients:||300|
|Firm's Number of Managed Clients:||300|
|Assets Managed by Firm:||$60,000,000|
|Assets Managed by Advisor:||$30,000,000|
|Bachelor of Arts - International Business||
Fort Lewis College - Durango, Colorado
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA(www.finra.org)/SIPC(www.sipc.org). Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Daniel L. Grote, CFP, Scott W. Cody, MBS, CFS, Representatives. The Securities America companies are unaffiliated with Latitude Financial Group. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Dan Grote has over 17 years of experience in the financial planning profession assisting his clients with their planning for retirement, college, insurance, and investment management. He works with NextGen business owners, independent contractors, corporate executives, professionals, and retirees, serving as their financial Sherpa for their future endeavors.
Dan received a Bachelor of Arts in International Business from Fort Lewis College and holds the CFP® and BFA" certifications. As a Certified Financial Planner®, Dan guides his clients pursuit of financial peace through the planning process. Behavior plays a major role in investment and financial planning success which is the emphasis of the Behavioral Financial Advisor" designation.
Dan volunteers for a number of nonprofit organizations, including The American Colon Cancer Society, Mount Saint Vincent Home, Palomino Pals, and Save Our Youth. Dan and his wife, Dana, have three children, Brendan, Alaina, and Liam. In their spare time, they enjoy the Colorado outdoors. Dan's lifelong dream is to earn his private pilot's license.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|