Gary Grosskopf (CRD# 7262212) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison, WI | Aug 2021 - Current | < 1 |
| Unemployed | Waunakee, WI | May 2021 - Aug 2021 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2019 - May 2021 | 1 |
| Third Coast Advisors | Madison, WI | Jun 2020 - Aug 2020 | < 1 |
| Town Of Westport | Waunakee, WI | Jun 2019 - Aug 2019 | < 1 |
| Accumoto Motorsport LLC | Waunakee, WI | Jun 2016 - Jun 2019 | 3 |
| Waunakee Community High School | Waunakee, WI | Sep 2012 - Jun 2016 | 3 |
| Waunakee Community Middle School | Waunakee, WI | Dec 2011 - Jun 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NY
- WI
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts478ACCOUNTS
-
Average Account Value$122,381
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, NY, TX, UT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.