Dennis Jay Dekok

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

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

Current Employers

Employment History

• 02/2010 → 01/2022
  American Portfolios Financial Services, Inc.
  Grand Rapids, MI
• 04/2018 → Present
  Fcm Financial
  Grand Rapids, MI
• 01/2008 → 04/2018
  Fcm Financial
  Grand Rapids, MI
• 01/2022 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2018-05-09 → 2022-11-21
  Fcm Financial
  Grand Rapids, MI
• 2010-06-25 → 2018-06-20
  Family Capital Management
  Grand Rapids, MI

Other Businesses

NAME OF BUSINESS: FCM FINANCIAL NATURE: OUTSIDE RIA START: 6/1/2018 POSITION: INVESTMENT ADVISOR APPX. HRS/MONTH:160 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: FEE BASED FINANCIAL PLANNING AND ASSET MANAGEMENT NAME OF BUSINESS: DIVORCE PLANNING NATURE: FINANCIAL NEUTRAL IN COLLABORATIVE DIVORCE CASES START: 6/1/2009 POSITION: FOUNDER APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: MEET WITH CLIENTS AND ATTORNEYES TO FIND EQUITABLE PROPERTY DISGTRICUTION SOLUTIONS

Exams

• S66 Uniform Combined State Law Examination
  2001-06-05

Designations

• Certified Financial Planner