David Glenn Dekoekkoek

Employer firm

David De Koekkoek, Cfp, Ea CRD 113080

$78.6M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Tax & Retirement Services
  Ontario, CA
• 11/1995 → Present
  Self - David G De Koekkoek
  Ontario, CA
• 11/1994 → Present
  Self - David G De Koekkoek
  Ontario, CA

Other Businesses

Life Insurance Agent in California; Certified Financial Planner; Enrolled Agent registered with the IRS // DAVID DEKOEKKOEK - Management - Not Investment Related, - 5% of TIME - Property Management services (2003--Present) // Tax & Retirement Services - 100% OWNERSHIP - Not Investment Related - 75% of TIME - Tax Preparation, Planning and Consulting and Bookkeeping Services (1971--Present) // David De Koekkoek - Independent Insurance Agent - 1-2% of TIME - Sale and Servicing Annuities (1995--Present) // All Businesses / Activities are conducted from 2551 S Eudlid Avenue, Ontario, California 91762-6620

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-11

Designations

• Certified Financial Planner