Latko Wealth Management, Ltd.

Latko Wealth Management, Ltd. (CRD# 282423) is a financial advisory firm headquartered in Frankfort, IL. They manage $230,977,909 in 952 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $242,624
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
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, GA, IL, IN, TN, 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

David Latko (CRD# 1013326) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 42 years of experience in the finance industry.

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

David Latko (CRD# 6147725) is an Investment Advisor Representative working at Latko Wealth Management, Ltd. in Frankfort, IL and has over 8 years of experience in the finance industry.

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