A complete list of active advisors currently associated with Latour Asset Management LLC

Warmer can help you find a great advisor at Latour Asset Management LLC or one who fits your needs even better.

LaTour Asset Management, LLC provides investment advice and financial planning to individuals, high‑net‑worth clients, and corporations, and offers estate‑planning assistance. The firm does not directly manage client assets; instead it refers clients to registered third‑party money managers (TPMs) and assists with manager selection and onboarding. After collecting client goals and risk tolerances, LaTour recommends suitable TPMs, delivers the TPMs’ disclosure materials, and monitors TPM performance and quarterly reporting on an ongoing basis; full financial plans are provided to clients who engage TPM services. LaTour does not accept discretionary trading authority or custody of client assets—implementation and trading are handled by the selected TPMs while LaTour receives referral and incentive payments from those managers. Compared with many peers, LaTour’s brochure discloses multiple past regulatory events, including civil penalties in 2009 and 2010 for unapproved advertising and a 2021 state consent order that included a suspended $25,000 penalty, a $15,000 payment to an investor education fund, a six‑month suspension of a firm representative, and a three‑year period of heightened supervision. The firm also operates affiliated insurance businesses (owners devote substantial time to licensed insurance activities and earn commissions) and has referral/incentive arrangements and ownership ties with at least one recommended TPM, creating potential conflicts of interest the firm says it addresses through disclosure and supervision.

To learn more about the advisors currently working at Latour Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barbara Burns	Springfield, MO	12
Joshua La Tour	Springfield, MO	7
Joseph Latour	Springfield, MO	17
James Margraf	Springfield, MO	11

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