Lawrence Edward Gatz

Employer firm

Copperwood Financial CRD 310859

$120M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 03/2017
  Wealth Planning Network
  Oakbrook Terrace, IL
• 04/2017 → 09/2020
  Atkins And Associates
  Willowbrook, IL
• 05/2017 → 12/2017
  Kingsview Asset Management
  Willowbrook, IL
• 07/2018 → 10/2020
  Significant Wealth Partners Inc.
  Willowbrook, IL
• 12/2017 → 07/2018
  Capital Management Consultants
  Willowbrook, IL
• 08/2020 → Present
  Copperwood Financial, Inc.
  Burr Ridge, IL
• 03/2017 → Present
  Klg Management Inc.
  Burr Ridge, IL

Previous Registrations

• 2018-07-10 → 2020-12-11
  Significant Wealth Partners Llc
  Willowbrook, IL
  Cary, IL
• 2017-11-13 → 2019-01-10
  Capital Management Consultants
  Cary, IL
• 2017-05-11 → 2017-12-04
  Kingsview Wealth Management, Llc
  Cary, IL
• 2013-09-03 → 2017-03-29
  Lasalle St. Investment Advisors, L.L.C.
  Oakbrook Terrace, IL
  Parker, CO

Other Businesses

KLG MANAGEMENT INC.; INVESTMENT RELATED; 745 McCLINTOCK DR., SUITE 308, BURR RIDGE, IL 60527; PERSONAL INSURANCE AND GENERAL BUSINESS MANAGEMENT CONSULTING; CO-OWNER; 03/2017; 56 HOURS PER MONTH; 56 HOURS PER MONTH; INSURANCE PRODUCER AND GENERAL BUSINESS MANAGEMENT CONSULTANT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-06

Designations

• Certified Financial Planner

Other Names

• Larry Edward Gatz
• Larry Gatz