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Lester George Detterbeck

Detterbeck Wealth Management

Palatine, IL

Mt. Pleasant, SC

CRD 1557457

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Employer firm

Detterbeck Wealth Management CRD 111594

$279M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Detterbeck Wealth Management

110 N. Brockway Suite 330, Palatine, IL 60067 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2006-10-25
  • SC RA
    APPROVED
    Since 2006-10-25

Branch Locations

110 N. Brockway Suite 330, Palatine, IL 60067 • United States

159 Civitas Street Suite 100, Mt. Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Detterbeck, Johnson & Monsen Palatine IL 08/1976 Present
Detterbeck Wealth Management Inc Charleston SC 01/1999 Present
  • 08/1976 → Present
    Detterbeck, Johnson & Monsen
    Palatine, IL
  • 01/1999 → Present
    Detterbeck Wealth Management Inc
    Charleston, SC
Previous Registrations
  • 2004-11-30 → 2007-12-31
    Quantum Investment Management, Llc
    Palatine, IL
Other Businesses

CPA WITH DETTERBECK, JOHNSON AND MONSEN CPA'S-CHAIRMAN SINCE 1976. DWM FINANCIAL GROUP, INC-INDEPENDENT RIA SINCE 2000 ROC INVESTMENTS, LLC- INVESTOR IN REAL ESTATE PROGRAM. LIMITED PARTNER. NO COMPENSATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-16
S63 Uniform Securities Agent State Law Examination 1988-06-08
  • S66 Uniform Combined State Law Examination
    2002-08-16
  • S63 Uniform Securities Agent State Law Examination
    1988-06-08
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Les Detterbeck

View on SEC IAPD

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