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DD

David G. Dekoekkoek

DAVID DE KOEKKOEK, CFP, EA
ONTARIO, CA 91762
Some features on this profile are disabled
CRD#: 1898457
DD

Professional summary

David Glenn Dekoekkoek, CFP® is a registered financial advisor currently at DAVID DE KOEKKOEK, CFP, EA located in Ontario, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

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.
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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Glenn Dekoekkoek'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®

Certified Financial Planner

Start date: 1987

Experience

Current

December 18, 1995 - Present

DAVID DE KOEKKOEK, CFP, EA

Office #1: 2551 S. Euclid Ave., Ontario, CA 91762
RIA
CRD#: 113080
ONTARIO, CA
Past

May 22, 2000 - September 1, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ONTARIO, CA
Past

February 9, 1999 - February 22, 1999

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

November 23, 1988 - May 26, 2000

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

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
California
(12/18/1995)

Exams

State Security Law Exam
RR
Series 63
Date: 10/11/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1988
General Securities Representative Examination

Current Firm

DD
DAVID DE KOEKKOEK, CFP, EA
DAVID DE KOEKKOEK, CFP, EA | DE KOEKKOEK, DAVID GLENN | DAVID GLENN DE KOEKKOEK

CRD#: 113080 / SEC#:

California
Registered Investment Advisory firm - (12/18/1995 Approved)
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Contact information

Main Address
12474 Central Suite A, Chino, CA 91710-2603
Mailing Address
Phone number
(909) 467-5433
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 71,036,740

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DAVID DE KOEKKOEK, CFP, EA

CRD#: 113080Ontario, CA 91762

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