Lawrence Gale has been an investment adviser representative at Indelible Wealth Group since January 2017, and is not listed among the firm’s executive officers or direct owners. Lawrence Gale holds a B.S. in Finance with a minor in investing from Metropolitan State University.
Indelible Wealth Group LLC is a firm with $156M under management, 160 clients and 5 advisers across 5 offices, as of its February 2026 filing.
Larry Gale is Investment Adviser Representative of Indelible Wealth Group LLC, based in Berthoud, CO. Before joining the firm, he managed a team of investment consultants and worked with families at Schwab Private Client. He has 30 years of financial service experience.
Lawrence Gale’s longest registration is the current one, 9 years at Indelible Wealth Group since 2017. Before joining Indelible Wealth Group in 2017, Lawrence Gale was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- Indelible Wealth GroupCurrent– present · 9 yearsPalisade, CO · Adviser representative · Firm CRD 166864
- Schwab Private Client Investment Advisory, Inc.– · 4 yearsLone Tree, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 6 yearsLone Tree, CO · Adviser representative · Firm CRD 5393
- Charles Schwab & Co., Inc.– · 1 yearEnglewood, CO · Adviser representative · Firm CRD 5393
Professional designations
Listed by Indelible Wealth Group
- Accredited Asset Management Specialist™
Investment adviser representative registrations
Lawrence Gale is registered as an investment adviser representative in Colorado, since January 2017.
- ColoradoSince 19 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2003 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 June 1994 |
| Series 3 | National Commodity Futures Examination | 22 January 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 1986 |
| Series 7 | General Securities Representative Examination | 17 May 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lawrence Dean Gale
- CRD
- 1514793
- Firm
- Indelible Wealth Group · CRD 166864
- Office
- Palisade, CO
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- indeliblewealth.com
Where does Lawrence Gale work?
Lawrence Gale is an investment adviser representative registered through Indelible Wealth Group LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Lawrence Gale a financial advisor?
Yes. Lawrence Gale has a current investment-adviser registration in Colorado, through Indelible Wealth Group since January 2017.
How many years of experience does Lawrence Gale have?
Lawrence Gale has 22 years in the financial industry, since June 2004, across 3 adviser firms.
What exams has Lawrence Gale passed?
Lawrence Gale has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 8 and Series 66. The earliest, the Series 7, was passed in May 1986. FINRA credited Lawrence Gale with the SIE, which began in October 2018.
Where did Lawrence Gale work before Indelible Wealth Group?
Before Indelible Wealth Group, Lawrence Gale was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to February 2016; Charles Schwab & Co., Inc., March 2005 to December 2011; Charles Schwab & Co., Inc., January 2003 to November 2004.
Where is Lawrence Gale based?
Lawrence Gale’s registered office is in Palisade, CO.
Is Lawrence Gale registered with FINRA?
No. Lawrence Gale has no current broker registration.
How can I verify Lawrence Gale’s record?
Search CRD 1514793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lawrence Gale’s full registration record.