David Latko, financial advisor Frankfort IL
93 score

David Latko

CRD Number: 1013326
Current Firm: Latko Wealth Management, Ltd.

David Latko (CRD# 1013326) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Latko Wealth Management, Ltd Frankfort, IL Mar 2016 - Current 2
Lpl Financial LLC Frankfort, IL Nov 1989 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for David W. Latko
Phone Number: (815) 469-8887
Firm Website: http://davidlatko.com
Registered State(s):
  • CO
  • TX
  • FL
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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