Copperwood Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Copperwood Financial, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities, and it offers retirement plan consulting and ERISA Section 3(38) fiduciary services for qualified plans. The firm also operates Pro Athlete Wealth, a dba focused on financial literacy and coaching for athletes, and offers tiered financial planning (Tier 1 and Tier 2) as well as hourly planning engagement options.
Copperwood manages portfolios on a discretionary, custom basis using a tactical allocation approach described in its brochure, employing a broad range of instruments including listed securities, mutual funds, options-based strategies, and interests in partnership investments. The firm discloses the use of third‑party platforms and managers — for example, a third‑party co‑manager for options overlays on concentrated positions, held‑away defined contribution platforms, and Flourish Cash for high‑yield cash management — and it provides ongoing oversight of those arrangements.
The brochure highlights a few features that distinguish Copperwood from many peers: it discloses an affiliated insurance business (KLG Management Inc. dba Copperwood Insurance Services) through which representatives may sell insurance and receive commissions, it discloses use of client testimonials in advertising, and it notes that while the firm and its management report no firm‑level disciplinary history, certain financial professionals have had legal or disciplinary events. The firm also reports recent SEC registration (December 2025) and describes its practice of referring clients to specific third‑party managers (including Transamerica Corp. and American Funds Distributors) with Copperwood receiving its advisory portion of fees remitted by those managers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Tier 1 financial planning: $2,500; Tier 2 financial planning: starting at $5,000 (based on scope and complexity)
$0 - $250,000: 1.25% $250,001 - $999,999: 1.00% $1 million - $3 million: 0.75% Over $3 million+: 0.65%
$400 per hour
Main office
See office745 McClintock Dr., Suite 308
Burr Ridge IL 60527
Advisors at this office
2
Offices (2)
Most active in
Florida · Georgia · Illinois · Kentucky · North Carolina · Tennessee · Texas · Wisconsin
Also doing business as
Copperwood Financial · Copperwood Financial, Inc. · Pro Athlete Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John C
Series 66
Burr Ridge, IL
Copperwood Financial
John Crawford is a financial advisor at Copperwood Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Horizon Wealth Management. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, with a specialty practice for athletes under the Pro Athlete Wealth brand. The firm manages client portfolios on a discretionary, tactical allocation basis and offers qualified retirement plan consulting, including ERISA Section 3(38) fiduciary services.
Paidemoyo C
Series 66
Asheville, NC
Copperwood Financial
Paidemoyo Charasika is a financial advisor at Copperwood Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Greyhawk Capital Management and American Capital Management Inc. Charasika co-founded Pro Athlete Wealth, a division focused on athlete and entertainer wealth management, where he serves as director and advisor. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement plan consulting and fiduciary services, including a tactical allocation approach using a broad range of investment instruments, and operates Pro Athlete Wealth to support financial literacy and coaching for athletes.
Lawrence G
CFP®, Series 65
Burr Ridge, IL
Copperwood Financial
Lawrence Gatz is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently a financial advisor at Copperwood Financial and has held prior roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of advisory work, he is co-owner of KLG Management Inc., where he provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and provides retirement plan consulting and fiduciary services, including a specialized division focused on financial literacy and coaching for professional athletes.
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