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President and Chief Compliance Officer · Copperwood Financial

Lawrence E. Gatz

CRD 6245962 · Named on Form ADV at one SEC-registered adviser

At a glance

Copperwood Financial, an SEC-registered wealth manager based in Burr Ridge, IL with $120 million in regulatory assets, lists Lawrence E. Gatz on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Copperwood FinancialPresident and Chief Compliance OfficerWealth manager · Burr Ridge, IL · $120M in regulatory assets

AtlasMembers

Lawrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.