Dennis Dekok is a CFP-designated registered investment advisor at Cwm, LLC, based in Grand Rapids, MI, with 25 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
4915 Cascade Road SE, Grand Rapids, MI, 49546
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Regulatory History
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.
Learn about disclosures →Other Business Activities
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.
Exams
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