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Gary Frederick Grosskopf

Leach, Bickmore & Weiss Wealth Management, LLC

Madison, WI

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Current Employers
Leach, Bickmore & Weiss Wealth Management, Llc

6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-29
WI RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2022-11-29
  • WI RA
    APPROVED
    Since 2022-01-03

Branch Locations

6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accumoto Motorsport Llc. Waunakee WI 06/2016 06/2019
Town Of Westport Waunakee WI 06/2019 08/2019
University Of Wisconsin - Madison Madison WI 08/2019 05/2021
Third Coast Advisors Madison WI 06/2020 08/2020
Unemployed Waunakee WI 05/2021 08/2021
Leach, Bickmore & Weiss Wealth Management, Llc Madison WI 08/2021 Present
  • 06/2016 → 06/2019
    Accumoto Motorsport Llc.
    Waunakee, WI
  • 06/2019 → 08/2019
    Town Of Westport
    Waunakee, WI
  • 08/2019 → 05/2021
    University Of Wisconsin - Madison
    Madison, WI
  • 06/2020 → 08/2020
    Third Coast Advisors
    Madison, WI
  • 05/2021 → 08/2021
    Unemployed
    Waunakee, WI
  • 08/2021 → Present
    Leach, Bickmore & Weiss Wealth Management, Llc
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-15
Designations

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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