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Lawrence Edward Gatz

President And Chief Compliance OfficerCopperwood Financial, Inc.CRD 6245962

About Lawrence Edward Gatz

Lawrence Edward Gatz is listed as President And Chief Compliance Officer at Copperwood Financial, Inc. in Burr Ridge, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Copperwood Financial, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lawrence Edward Gatz work?

Lawrence Edward Gatz is listed as President And Chief Compliance Officer at Copperwood Financial, Inc. on SEC Form ADV.

How much of Copperwood Financial, Inc. does Lawrence Edward Gatz own?

Form ADV reports a beneficial ownership band of Over 75%.

Copperwood Financial, Inc.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
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