Gary Frederick Grosskopf
Investment adviser representative at Leach, Bickmore & Weiss Wealth Management, LLC
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
5 years in the industry.
- Leach, Bickmore & Weiss Wealth Management, LLCAug 2021 to now
- UnemployedMay 2021 to Aug 2021
- Third Coast AdvisorsJun 2020 to Aug 2020
- University of Wisconsin - MadisonAug 2019 to May 2021
- Town of WestportJun 2019 to Aug 2019
- Accumoto Motorsport LLC.Jun 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Leach, Bickmore & Weiss Wealth Management, LLC
$115.3MAssets managed
292Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7262212
- Firm CRD
- 281302