Unclaimed Profile

Gregory Dale Welk

DEKONING AND COMPANY, LLC·DENVER, Colorado

SIE, Series 7, Series 14, Series 24, Series 27, Series 31, Series 66, Series 79TO, Series 99TOClean record20 years registeredDEKONING AND COMPANY, LLC

1743 WAZEE STREET, DENVER, CO 80202CRD# 4786404Firm CRD# 141605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Dale Welk · DENVER, CO

Registration

CRD #4786404 · DEKONING AND COMPANY, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DEKONING AND COMPANY, LLC

TRANSWESTERN CAPITAL ADVISORS, LLC

May 2013 – Jul 2013

DENVER, CO

UNION GAMING RESEARCH

Oct 2011 – May 2013

LAS VEGAS, NV

FIRST CAPITAL INVESTMENTS, LLC

Nov 2007 – Feb 2010

WASHINGTON, DC

MORGAN STANLEY

Sep 2005 – Mar 2006

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 31

Series 66

Series 79TO

Series 99TO

Registration record

First registered · September 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEKONING AND COMPANY, LLC

CRD 141605 · SEC 801-67113

AUM

$116M

Regulatory assets under management

Employees

2 client accounts

Services offered by DEKONING AND COMPANY, LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at DEKONING AND COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Dale Welk offer?

Gregory Dale Welk specializes in Investment Management, Wealth Management.

What are Gregory Dale Welk's credentials?

Gregory Dale Welk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Dale Welk located?

Gregory Dale Welk is based in DENVER, Colorado, last registered with DEKONING AND COMPANY, LLC.

How does Gregory Dale Welk charge for services?

Gregory Dale Welk's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEKONING AND COMPANY, LLC?

DEKONING AND COMPANY, LLC has approximately 1 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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