David Latko (CRD# 6147725) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 8 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Frankfort, IL | May 2016 - Current | 7 |
| Latko Wealth Management, Ltd. | Frankfort, IL | Apr 2016 - Current | 8 |
| Latko Wealth Management, Ltd. | Frankfort, IL | Dec 2012 - Apr 2016 | 3 |
| Olivet University | Bourbonnais, IL | Aug 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- CO
- IL
- TX
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts952ACCOUNTS
-
Average Account Value$242,624
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CO, FL, GA, IL, IN, TN, TX
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