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Paul Jerome Gassner

Lakekat Advisory, LLC

Naples, FL

CRD 3152918

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Employer firm

Lakekat Advisory, LLC CRD 113433

Reported services (Item 5G)

  • SOLICITOR ONLY

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

Current Employers
Lakekat Advisory, Llc

6859 South Shore, Hazelhurst, WI 54531 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 1998-11-10
  • WI RA
    APPROVED
    Since 1998-11-10

Branch Locations

Naples, FL • 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
Gassner Company, S.C. Certified Public Accountants Wausau WI 08/1976 12/2020
Lakekat Advisory Naples FL 11/1998 Present
  • 08/1976 → 12/2020
    Gassner Company, S.C. Certified Public Accountants
    Wausau, WI
  • 11/1998 → Present
    Lakekat Advisory
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-27
  • S65 Uniform Investment Adviser Law Examination
    1998-10-27
Other Names
  • Paul Gassner

View on SEC IAPD

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