Gary Grosskopf, financial advisor Madison WI

Gary Grosskopf

CRD Number: 7262212
Current Firm: Leach, Bickmore & Weiss Wealth Management, LLC

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.

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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
Contact Info for Gary F. Grosskopf
Phone Number: 608-286-1321
Registered State(s):
  • NY
  • WI
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $122,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, IL, NY, TX, UT, WI

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