Dennis Dekok is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 24 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is an investment advisor at FCM Financial, an outside RIA, dedicating nearly full-time hours to fee-based financial planning and asset management. He also serves as a board member for Michigrain Distillery, requiring minimal time, and is the founder of Divorce Planning, spending a few hours per week as a financial neutral in collaborative divorce cases.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Fcm Financial
Family Capital Management
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations1 state
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.