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Denver Financial Advisors
Latitude Financial Group, LLC
2373 Central Park Boulevard, Suite 100
Denver, CO 80238
(720) 881-8744
“Navigate your financial future”
Advisor Profile
Daniel Grote
Name:  Daniel Grote
Website:  Visit Website
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA( 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.

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.

General Information

CRD#:    4502811
Firm CRD#:    10205
Insurance License#:    133993
Name of Broker/Dealer:    Securities America, Inc
States Licensed in:    CO, FL, IL, IA, NV, SC, TX, WA, WY
States Willing to do Business in:    Arvada,Aurora,Boulder,Brighton,Broomfield,Commerce City,Denver,Englewood,Golden,Lafayette,Littleton,Lone Tree,Louisville,Morrison,Parker,Westminster,Wheat Ridge
Years of Experience in Financial Services:    39
Number of Years with Current Firm:    11

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Behavioral Financial Advisor
Securities Licenses:    Securities Industry Essentials - SIE, Series 63, Series 6, Series 7, Series 22, Series 65
Insurance and Annuity Licenses:    Long Term Care, Variable Life, Disability, Variable Annuity, Life, Annuity, Health

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
Prepared By: Daniel Grote

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