Latko Wealth Management, Ltd.

Latko Wealth Management, Ltd. (CRD# 282423) is a financial advisory firm headquartered in Frankfort, IL. They manage $69,871,894 in 289 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $241,771
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, IN, TX

Financial Advisors at Latko Wealth Management, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
David W. Latko
CRD#: 1013326
45 East Colorado Avenue, Frankfort, IL 60423
93
Wealthminder
score

David Latko (CRD# 1013326) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 36 years of experience in the finance industry.

2
David W. Latko
CRD#: 6147725
45 East Colorado Avenue, Frankfort, IL 60423
89
Wealthminder
score

David Latko (CRD# 6147725) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.