Martin R. Laukoter
STRATEGIC ADVISERS | Vice President Private Wealth Management Advisor
DALLAS, TX 75225-5521
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CRD#: 4070332
Professional summary
Martin Rene' Laukoter, CFP®, who also goes by Martin Rene Laukoter, Marty Rene Laukoter, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dallas, Texas and FIDELITY BROKERAGE SERVICES LLC located in Dallas, Texas.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Martin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Wealth Management Advisor, I help generations of families create a comprehensive set of personalized wealth strategies designed for the the growth, preservation, and transfer of their wealth. This is accomplished by making sure I have a true understanding of what is important to you and your family, so that I have the insight to help you pursue your goals.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Martin Rene Laukoter | Marty Rene Laukoter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Rene' Laukoter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Education
University of North Texas
Bachelor of Arts (BA) - Biology Psychology
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 8411 Preston Road Suite 130, Dallas, TX 75225-5521RIA
CRD#: 104555
DALLAS, TX
Current
March 23, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8411 Preston Road Suite 130, Dallas, TX 75225BD
CRD#: 7784
DALLAS, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DALLAS, TX
Past
October 23, 2003 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
WESTLAKE, TX
Past
July 31, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DALLAS, TX
Past
February 7, 2000 - March 1, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 7, 2000 - March 1, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/17/2020)
RR
Alaska(5/9/2016)
RR
Arizona(11/17/2020)
RR
Arkansas(5/9/2016)
IAR
Arkansas(3/31/2025)
RR
California(1/4/2013)
RR
Colorado(11/17/2020)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(5/9/2016)
RR
Florida(11/17/2020)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(5/9/2016)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(5/9/2016)
IAR
Louisiana(3/31/2025)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(11/17/2020)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(5/9/2016)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(11/17/2020)
RR
New Jersey(11/17/2020)
RR
New Mexico(11/17/2020)
RR
New York(5/9/2016)
RR
North Carolina(11/17/2020)
IAR
North Carolina(3/31/2025)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(5/9/2016)
IAR
Oklahoma(3/31/2025)
RR
Oregon(11/17/2020)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(5/9/2016)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(1/4/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virginia(1/4/2013)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Dallas, TX 75225-5521TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
