Lawrence E. Gatz

COPPERWOOD FINANCIAL

Burr Ridge, IL 60527

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CRD#: 6245962

Professional summary

Lawrence Edward Gatz, CFP®, who also goes by Larry Edward Gatz, Larry Gatz, is a registered financial advisor currently at COPPERWOOD FINANCIAL located in Burr Ridge, Illinois.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lawrence has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Edward Gatz | Larry Gatz

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Gatz'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 15, 2020 - Present

COPPERWOOD FINANCIAL

Office #1: 745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527

RIA

CRD#: 310859

Burr Ridge, IL

Past

July 10, 2018 - December 11, 2020

SIGNIFICANT WEALTH PARTNERS LLC

RIA

CRD#: 293060

Willowbrook, IL

Past

November 13, 2017 - January 10, 2019

CAPITAL MANAGEMENT CONSULTANTS, INC.

RIA

CRD#: 19935

Cary, IL

Past

May 11, 2017 - December 4, 2017

KINGSVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 148107

Cary, IL

Past

September 3, 2013 - March 29, 2017

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

Oakbrook Terrace, IL

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

Arizona
(7/1/2021)

IAR

Florida
(8/22/2024)

IAR

Georgia
(7/16/2024)

IAR

Illinois
(10/15/2020)

IAR

Kentucky
(6/15/2022)

IAR

North Carolina
(5/2/2025)

IAR

Texas
(6/22/2022)

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: 1/6/2012

Uniform Investment Adviser Law Examination

Current Firm

COPPERWOOD FINANCIAL

COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.

CRD#: 310859 / SEC#: 801-134875

Arizona

Registered Investment Advisory firm - (7/1/2021 Approved)

Florida

Registered Investment Advisory firm - (8/22/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2024 Approved)

Illinois

Registered Investment Advisory firm - (10/15/2020 Approved)

Kentucky

Registered Investment Advisory firm - (6/15/2022 Approved)

North Carolina

Registered Investment Advisory firm - (5/2/2025 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

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Contact information

Main Address

745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527

Mailing Address

Phone number

(630) 581-8998

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COPPERWOOD FINANCIAL BROCHURE (11/3/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 108,386,000

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 E. Gatz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Gatz's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPERWOOD FINANCIAL

SIGNIFICANT WEALTH PARTNERS LLC

CAPITAL MANAGEMENT CONSULTANTS, INC.

KINGSVIEW WEALTH MANAGEMENT, LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2012

Current Firm

COPPERWOOD FINANCIAL

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPERWOOD FINANCIAL

TRUST BUT VERIFY

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