Lawrence Gatz, financial advisor Burr Ridge IL

Lawrence Gatz

CRD Number: 6245962
Current Firm: Copperwood Financial

Lawrence Gatz (CRD# 6245962) is an Investment Advisor Representative working at Copperwood Financial in Burr Ridge, IL and has over 12 years of experience in the finance industry. Lawrence Gatz 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.

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Professional Designations
Company Name Location Dates Years
Copperwood Financial, Inc. Burr Ridge, IL Aug 2020 - Current 3
Klg Management Inc. Burr Ridge, IL Mar 2017 - Current 7
Significant Wealth Partners Inc. Willowbrook, IL Jul 2018 - Oct 2020 2
Atkins And Associates Willowbrook, IL Apr 2017 - Sep 2020 3
Capital Management Consultants Willowbrook, IL Dec 2017 - Jul 2018 < 1
Kingsview Asset Management Willowbrook, IL May 2017 - Dec 2017 < 1
Wealth Planning Network Oakbrook Terrace, IL Nov 2011 - Mar 2017 5
Verizon Wireless Aurora, CO Jul 2009 - Jun 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Lawrence E. Gatz
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $105,071
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, IL, KY, TX

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