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Brett Marriott Detterbeck

DWM FINANCIAL GROUP, INC.·PALATINE, Illinois
Series 7, Series 66Clean record24 years registeredDWM FINANCIAL GROUP, INC.
110 N. BROCKWAY, PALATINE, IL 60067CRD# 2474237Firm CRD# 111594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Marriott Detterbeck · PALATINE, IL
Registration
CRD #2474237 · DWM FINANCIAL GROUP, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

DETTERBECK WEALTH MANAGEMENT
Nov 2001 – present
QUANTUM INVESTMENT MANAGEMENT, LLC
Nov 2004 – Dec 2007
PALATINE, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DWM FINANCIAL GROUP, INC.
CRD 111594 · SEC 801-110527
AUM
$224M
Regulatory assets under management
Employees
6
703 client accounts
Services offered by DWM FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DWM FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does Brett Marriott Detterbeck offer?
Brett Marriott Detterbeck specializes in Financial Planning, Investment Management. Contact their office in PALATINE, Illinois for a consultation.
What are Brett Marriott Detterbeck's credentials?
Brett Marriott Detterbeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Marriott Detterbeck located?
Brett Marriott Detterbeck is based in PALATINE, Illinois, working with DWM FINANCIAL GROUP, INC.. Their office serves clients in the PALATINE metropolitan area and surrounding communities.
How does Brett Marriott Detterbeck charge for services?
Brett Marriott Detterbeck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWM FINANCIAL GROUP, INC.?
DWM FINANCIAL GROUP, INC. has approximately 6 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DWM FINANCIAL GROUP, INC.

Lester George Detterbeck
PALATINE, IL

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