Meet Your LPL Financial Advisor

Gary Altman

   Gary Altman

   LPL Financial Advisor

   478 N Third Street

   Rogers City, Michigan 49779

   Phone: (989) 354-1697

   Email: Gary.Altman@LPL.com

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Gary started his financial career in the credit union industry 33 years ago, serving as Chief Operations Officer for the last 20 years. The mantra of “people helping people” resonates deeply with him and has become the fabric of his daily life. In addition, for the past 5 years he has served as an Investment Advisor Representative with Mariner Wealth Advisors which has been very rewarding. It took him exactly 3 client interviews to realize that most people in retirement struggle to know how their money is being invested. He strives to educate clients to be able to understand the why, what, and how as it pertains to their portfolio.He takes pride in spending extra time to make sure clients know how their hard-earned money is invested and how we are mitigating risks that come with investing.

Gary loves having the conversations with clients to learn about their individual successes and challenges. Gary states, “Regardless the size of your nest egg or earnings, be assured that I will treat you with respect and do what I can to help you achieve your financial goals.” 

For over 23 years Gary has been married to his wife, Jennifer, and they have a daughter, Rieana. Having grown up on a dairy farm, Gary loves rural living and enjoys hunting, sports, and giving to his community where he has served as a member of the local Optimist Club for over 20 years.

As an LPL Financial Advisor, Gary provides client investment strategy oversight, financial planning, and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Gary holds FINRA Series 7, 63 and 65 registrations through LPL Financial. He has Life and Variable Insurance license in Michigan. Financial consultants supported by LPL Financial have become a leading source of professional guidance for accumulating and managing personal wealth.

*As reported by Financial Planning Magazine, June 1996-2023, based on total revenue.

AAACU and Investment Services are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.*  This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Alpena Alcona Area Credit Union and AAACU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AAACU Investment Services, and may also be employees of Alpena Alcona Area Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alpena Alcona Area Credit Union or AAACU Investment Services.  Securities and insurance offered through LPL, or its affiliates are:

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