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David Warren Latko

LATKO WEALTH MANAGEMENT, LTD.·FRANKFORT, Illinois
Clean recordLATKO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Warren Latko is a registered financial advisor based in FRANKFORT, Illinois, affiliated with LATKO WEALTH MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LATKO WEALTH MANAGEMENT, LTD.
LATKO WEALTH MANAGEMENT, LTD.
AUM
$231M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LATKO WEALTH MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1013326
Firm CRD# 282423
View on FINRA BrokerCheck →

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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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Other Advisors at LATKO WEALTH MANAGEMENT, LTD.

Janice Orissa Latko
FRANKFORT, IL

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