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45 East Colorado Avenue, Frankfort, IL 60423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-03-17 |
| IL | RA | APPROVED | 2016-03-23 |
| TX | RA | APPROVED | 2016-03-18 |
Branch Locations
45 East Colorado Avenue, Frankfort, IL 60423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Frankfort | IL | 11/1989 | Present |
| Latko Wealth Management, Ltd | Frankfort | IL | 03/2016 | Present |
1. 4/3/2003: REAL ESTATE RENTAL - INV REL - PURCHASED 6000 SQUARE FEET BUILDING FOR OWN OFFICE AND TWO RENTAL OFFICES - FRANKFORT, IL. 2. 9/19/2006: LATKO MEDIA ENTERPRISES LTD. - I HAVE OPENED AN "S" CORPORATION NAMED LATKO MEDIA ENTERPRISES LTD. DESIGNED TO ENCOMPASS MY BOOK WRITING, MAGAZINE WRITING AND RADIO SHOW, ALL OF WHICH HAVE ALREADY BEEN APPROVED BY LPL. THIS AMMENDMENT IS TO ADD SEMINARS AND PUBLIC SPEAKING. - 2% OF TIME SPENT. 3. 12/9/2013: Latko Premier Properties, Ltd. - Investment Related - Mortgage/Real Estate Services - Time Spent 2% - In 2006 I received my Illinois RE BROKERS license and have used this license to buy & sell Real Estate for myself. I want to be able to offer these services to clients. 4. 3/30/2016: Latko Financial Group, Ltd - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 05/02/2016 - 5 Hours Per Month/5 Hours During Securities Trading. 5. 5/5/2016: Latko Wealth Management, Ltd. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/02/2016 - 140 Hours Per Month/32 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-12 |
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