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Lawrence Davsko

26 Years of Experience
Springfield, IL

Lawrence Davsko is a registered investment advisor at Skinner, Copper & Ehmen Wealth Management, LLC, based in Springfield, IL, with 26 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 571 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
571 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$705.7M

Fee Structure

SCE Wealth Management offers investment management through wrap accounts. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service. If SCE Wealth Management refers you to a third party money manager, the fees for this service are debited as laid out in the Comprehensive Portfolio Management Agreement or Asset Management Agreement between you and SCE Wealth Management. This fee is in addition to any fees assessed by the chosen third party money manager.

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Location

3000 Professional Dr., Suite 201, Springfield, IL, 62703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lawrence is involved with Support Technologies Corporation, a computer consulting firm, and Lawrence Partners III, providing IT consulting and support to small businesses. These activities, along with general consulting work, may require about a quarter of Lawrence's time.

Employment History
Current Registrations
Skinner, Copper & Ehmen Wealth Management, LLC
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Lawrence Partners III LLC
January 2000 - December 2012 · 12 yrs 11 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lawrence Davsko - Financial Advisor | TrueAdvisor