Gary Grosskopf (CRD# 7262212) is an Investment Advisor Representative working at Leach, Bickmore & Weiss Wealth Management, LLC in Madison, WI and has over 2 years of experience in the finance industry. Gary Grosskopf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Leach, Bickmore & Weiss Wealth Management, LLC | Madison, WI | Aug 2021 - Current | 2 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- TX
- WI
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$131,860
- 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
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