Lawrence E. Gatz
COPPERWOOD FINANCIAL
Burr Ridge, IL 60527
Some features on this profile are disabled
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Edward Gatz's 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®
Start date: 2018
Experience
Current
October 15, 2020 - Present
COPPERWOOD FINANCIAL
Office #1: 745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527RIA
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
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".
CF
COPPERWOOD FINANCIAL
COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.
CRD#: 310859 / SEC#: 801-134875
RIA
Registered Investment Advisory firm - (12/8/2025 Approved)Arizona
Registered Investment Advisory firm - (12/8/2025 Terminated)Florida
Registered Investment Advisory firm - (12/8/2025 Terminated)Georgia
Registered Investment Advisory firm - (12/22/2025 Terminated)Illinois
Registered Investment Advisory firm - (12/8/2025 Terminated)Kentucky
Registered Investment Advisory firm - (12/8/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/10/2025 Terminated)Texas
Registered Investment Advisory firm - (12/8/2025 Terminated)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
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)
Current Firm
CF
COPPERWOOD FINANCIAL
COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.
CRD#: 310859 / SEC#: 801-134875
RIA
Registered Investment Advisory firm - (12/8/2025 Approved)Arizona
Registered Investment Advisory firm - (12/8/2025 Terminated)Florida
Registered Investment Advisory firm - (12/8/2025 Terminated)Georgia
Registered Investment Advisory firm - (12/22/2025 Terminated)Illinois
Registered Investment Advisory firm - (12/8/2025 Terminated)Kentucky
Registered Investment Advisory firm - (12/8/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/10/2025 Terminated)Texas
Registered Investment Advisory firm - (12/8/2025 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
3
SEC notice filing (8 States and Territories)
Documents
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.
