DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner14 years in industry

LAWRENCE EDWARD GATZ

Advisor at COPPERWOOD FINANCIAL

Burr Ridge, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32bec062-eae9-5bb9-68a8-13f33d0d3542

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPPERWOOD FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 6, 2012
First registration: Sep 3, 2013
Dual registered: no
Other names: LARRY EDWARD GATZ|LARRY GATZ
IAPD individual key: 6245962

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPERWOOD FINANCIAL	Independent wealth	Oct 15, 2020	n/a	yes	Burr Ridge, IL	Current employment
SIGNIFICANT WEALTH PARTNERS LLC	Independent wealth	Jul 10, 2018	Dec 11, 2020	no	Willowbrook, IL\|CARY, IL	Previous registration
CAPITAL MANAGEMENT CONSULTANTS, INC.	Former SEC adviser	Nov 13, 2017	Jan 10, 2019	no	Cary, IL	Previous registration
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	May 11, 2017	Dec 4, 2017	no	Cary, IL	Previous registration
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Bd affiliated wealth	Sep 3, 2013	Mar 29, 2017	no	Oakbrook Terrace, IL\|PARKER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SIGNIFICANT WEALTH PARTNERS LLC	COPPERWOOD FINANCIAL	Dec 11, 2020	Oct 15, 2020	-57	Firm change after gap	RIA to RIA
CAPITAL MANAGEMENT CONSULTANTS, INC.	SIGNIFICANT WEALTH PARTNERS LLC	Jan 10, 2019	Jul 10, 2018	-184	Firm change after gap	RIA to RIA
KINGSVIEW WEALTH MANAGEMENT, LLC	CAPITAL MANAGEMENT CONSULTANTS, INC.	Dec 4, 2017	Nov 13, 2017	-21	Firm change	Other
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	KINGSVIEW WEALTH MANAGEMENT, LLC	Mar 29, 2017	May 11, 2017	43	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19935:293060:IL:2019-01-10	Jan 10, 2019	Jul 10, 2018	CARY, IL	Firm change after gap

Relationships

Registered with (5)

→ COPPERWOOD FINANCIALRegistered adviserregistration: current employment
Oct 15, 2020 to presentfactForm ADV
→ SIGNIFICANT WEALTH PARTNERS LLCRegistered adviserregistration: previous registration
Jul 10, 2018 to Dec 11, 2020factForm ADV
→ CAPITAL MANAGEMENT CONSULTANTS, INC.Registered adviserregistration: previous registration
Nov 13, 2017 to Jan 10, 2019factForm ADV
→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 11, 2017 to Dec 4, 2017factForm ADV
→ LASALLE ST. INVESTMENT ADVISORS, L.L.C.Registered adviserregistration: previous registration
Sep 3, 2013 to Mar 29, 2017factForm ADV

Dated events

No dated event names this entity yet.