Lester G. Detterbeck
DETTERBECK WEALTH MANAGEMENT
PALATINE, IL 60067
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CRD#: 1557457
Professional summary
Lester George Detterbeck III, CFP®, who also goes by Les Detterbeck, is a registered financial advisor currently at DETTERBECK WEALTH MANAGEMENT located in Palatine, Illinois.
Lester is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lester has worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
My wife and I moved to Charleston from Chicago in 2005. Still a die-hard Cub fan-ouch. I spent many years in Chicago as a CPA, helping businesses and their owners grow and prosper. My son Brett and I founded DWM Financial Group in 2000 to go the next step with business owners and other individuals. Our goal: to provide proactive, fee-only wealth management services to help our clients protect and enhance their net worth and legacy. I'm passionate about helping people and adding value. I am also Treasurer and board member of Lowcountry Orphan Relief, which provides clothing to 3,000 orphans each year, and a board member of the Estate Planning Council of Charleston.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Entrepreneurs
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Les Detterbeck
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lester George Detterbeck III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
June 1, 1999 - Present
DETTERBECK WEALTH MANAGEMENT
Office #1: 110 N. Brockway Suite 330, Palatine, IL 60067Office #2: 159 Civitas Street Suite 100, Mt. Pleasant, SC 29464RIA
CRD#: 111594
PALATINE, IL
Past
November 30, 2004 - December 31, 2007
QUANTUM INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 132324
PALATINE, IL
Past
August 7, 2002 - December 16, 2009
QA3 FINANCIAL CORP.
BD
CRD#: 14754
PALATINE, IL
Past
March 12, 1997 - May 27, 1999
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
June 9, 1993 - September 4, 1996
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
March 15, 1988 - June 1, 1993
DREHER & ASSOCIATES, INC.
BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past
February 6, 1988 - March 7, 1988
SUSSEX FINANCIAL GROUP, INC.
BD
CRD#: 18313
Past
September 26, 1986 - January 23, 1987
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DETTERBECK WEALTH MANAGEMENT
DETTERBECK WEALTH MANAGEMENT | DWM FINANCIAL GROUP, INC. | DETTERBECK WEALTH MANAGEMENT INC
CRD#: 111594 / SEC#: 801-110527
RIA
Registered Investment Advisory firm - (5/8/2017 Approved)Illinois
Registered Investment Advisory firm - (5/8/2017 Terminated)South Carolina
Registered Investment Advisory firm - (6/30/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(10/25/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
DETTERBECK WEALTH MANAGEMENT
DETTERBECK WEALTH MANAGEMENT | DWM FINANCIAL GROUP, INC. | DETTERBECK WEALTH MANAGEMENT INC
CRD#: 111594 / SEC#: 801-110527
RIA
Registered Investment Advisory firm - (5/8/2017 Approved)Illinois
Registered Investment Advisory firm - (5/8/2017 Terminated)South Carolina
Registered Investment Advisory firm - (6/30/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 N. Brockway Suite 330, Palatine, IL 60067
Mailing Address
Phone number
(847) 934-6262
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 252,120,838 |
Red Flags
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