Lawrence J. Davsko

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT

SPRINGFIELD, IL 62703

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CRD#: 4344247

Professional summary

Lawrence J Davsko, who also goes by Larry Davsko, is a registered financial advisor currently at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC located in Springfield, Illinois.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lawrence has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Davsko

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SUPPORT TECHNOLOGIES CORPORATION OF COLUMBUS OHIO. THIS IS A PRIVATELY HELD OHIO CORPORATION THAT DOES COMPUTER CONSULTING WORK. ALL OF THESE OTHER INTERESTS MAY REQUIRE AS MUCH AS 25% OF MY TIME ON A VARIETY OF PROJECTS. THROUGH LAWRENCE PARTNERS III, I PROVIDE INFORMATION TECHNOLOGY CONSULTING AND SUPPORT AS A SEPARATE BUSINESS SERVICE TO SMALL BUSINESS CLIENTS (GENERALLY SMALL BUSINESS IS CONSIDERED LESS THAN $10MM IN SALES) WHO MAY ALSO BE INVESTMENT ADVISER CLIENTS. I ALSO DO GENERAL CONSULTING WORK SUCH AS, BUSINESS POLICIES, PRACTICES, AND PROCEDURES, SOFTWARE DEVELOPMENT ETC. ALL OF THESE ACTIVITIES ARE SEPARATE FROM THE INVESTMENT ADVISING BUSINESS BUT MA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence J Davsko's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2012 - Present

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Office #1: 3000 Professional Dr. Suite 201, Springfield, IL 62703

RIA

CRD#: 159255

SPRINGFIELD, IL

Past

January 21, 2000 - December 31, 2012

LAWRENCE PARTNERS III LLC

RIA

CRD#: 108908

SPRINGFIELD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/6/2012)

IAR

Texas
(3/13/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/1999

Uniform Investment Adviser Law Examination

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

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Contact information

Main Address

3000 Professional Dr. Ste 201, Springfield, IL 62703

Mailing Address

Phone number

(217) 753-4020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/28/2025)

ADV PART 2A APPENDIX 1- WRAP FEE BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,974
AUM (Assets Under Management)	$ 623,962,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lawrence J. Davsko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence J Davsko's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

LAWRENCE PARTNERS III LLC

Primary Firm SEC Registration

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/1999

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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