Daniel Grote
Latitude Financial Group, LLC

2373 Central Park Boulevard
Suite 100
Denver, CO 80238

Navigate your financial future

Latitude Financial Group, LLC | Financial Advisor in Denver ,CO

About Latitude Financial Group, LLC

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.

39 Years of Experience


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General Information

Firm Start Year:   2008
No.of Employees:   2-4
Insurance License#:   133993
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:   Annuity , Health , Life , Long Term Care , Variable Annuity , Variable Life , Disability


Firm Information

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


Education

Bachelor of Arts - International Business  Fort Lewis College - Durango, Colorado
09/01/1994-12/31/1998



Disclaimer

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.

Daniel Grote

Daniel Grote

CERTIFIED FINANCIAL PLANNER™ Certificant, Behavioral Financial Advisor


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.

My Team


Scott Cody

Scott Cody


MBA, CFS

Scott Cody is a partner with Latitude Financial Group and a financial advisor with over two decades of experience in the financial services industry. In financial planning there is no silver bullet, yet many people do nothing, which may be the worst option. His goal is to help set his clients on a financial path designed to guide them to their objectives. He strives to be a good listener, as he believes this is a critical attribute when working with people who are sharing so many person ...more

Communities Served

Arvada Aurora
Boulder Brighton
Broomfield Commerce City
Denver Englewood
Golden Lafayette
Littleton Lone Tree
Louisville Morrison
Parker Westminster
Wheat Ridge

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

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