Gene Altstatt

Gene Altstatt

Financial Advisor

Gene has been in the financial services industry since 1973. He works with people who are planning retirement or are about to retire. He helps you to address and protect your financial security by:  maximizing retirement dollars, helping analyze net return on your investments, helping you to increase your assets & building your estate, helping you attain your financial goals, and using tax laws to your advantage.
 
Our purpose at Altstatt Financial Strategies is to help our clients find the right answers for their financial goals and objectives. We accomplish this in a few steps: we learn about you; then we learn about your financial situation & goals; lastly, we help you make the choices that will work best for you.
 
We place great value on the establishment of long-term relationships with our clients by giving our  clients individual and personalized attention and service. We work with other professionals including independent CPA’s and attorneys. These professionals are people we have worked with for years and they understand the high standards we have in treating clients.
 
We offer the following products & services to you: stocks, bonds, mutual funds, ETFs, REITS, insurance, annuities, brokerage services and retirement programs. Our professional associates help you with trust & will reviews, tax preparation & analysis, long term care and medicare.
 
Gene has been an active Rotarian for many years. Gene and his wife Marcia live in Mahtomedi, MN where they are both active in our church and community. He likes to do a little bit of activity from skiing, boating, and sailing. During the cold weather time in Minnesota they head south and spend some time in Naples, FL.
 
*Securities Licenses:
 
Series 7 FINRA - License for general securities (stocks, bonds, mutual funds)
Series 24 FINRA - License for securities principal (supervision of other advisors)
Series 63 NASAA - License for federal and state securities regulations
 
 
Insurance Licenses:
 
Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life) and annuities.
 
Client Access:
Consolidated Report
Phone 763-591-4477
Fax 763-591-4466