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David Warren Latko

LATKO WEALTH MANAGEMENT, LTD.·FRANKFORT, Illinois
SIE, Series 5, Series 7, Series 8, Series 9, Series 10, Series 15, Series 63, Series 65Clean record28 years registeredLATKO WEALTH MANAGEMENT, LTD.
45 EAST COLORADO AVENUE, FRANKFORT, IL 60423CRD# 1013326Firm CRD# 282423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Warren Latko · FRANKFORT, IL
Registration
CRD #1013326 · LATKO WEALTH MANAGEMENT, LTD. · 28 years registered
Brand Profile
Not yet started
01

Career History

LATKO WEALTH MANAGEMENT, LTD.
Mar 2016 – present
LPL FINANCIAL LLC
Apr 1998 – Dec 2016
FORT MILL, SC
LATKO FINANCIAL INVESTMENT ADVISORS, INC.
Dec 1997 – Dec 2006
FRANKFORT, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 5
Series 7
Series 8
Series 9
Series 10
Series 15
Series 63
Series 65
Registration record
First registered · December 22, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LATKO WEALTH MANAGEMENT, LTD.
CRD 282423 · SEC 801-113279
AUM
$231M
Regulatory assets under management
Employees
6
952 client accounts
Services offered by LATKO WEALTH MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LATKO WEALTH MANAGEMENT, LTD. →
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05

Frequently Asked Questions

What services does David Warren Latko offer?
David Warren Latko specializes in Financial Planning, Investment Management. Contact their office in FRANKFORT, Illinois for a consultation.
What are David Warren Latko's credentials?
David Warren Latko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Warren Latko located?
David Warren Latko is based in FRANKFORT, Illinois, working with LATKO WEALTH MANAGEMENT, LTD.. Their office serves clients in the FRANKFORT metropolitan area and surrounding communities.
How does David Warren Latko charge for services?
David Warren Latko's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATKO WEALTH MANAGEMENT, LTD.?
LATKO WEALTH MANAGEMENT, LTD. has approximately 6 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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