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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
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 |
- AZ
- IL
- KY
- TX
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Total Assets Under Management52MILLIONS
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Total Number of Accounts493ACCOUNTS
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Average Account Value$105,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, IL, KY, TX
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