John Vleko (CRD# 866351) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 43 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Aug 2021 - Current | 2 |
| Rfc Financuial Planners | Ann Arbor, MI | Mar 2016 - Current | 8 |
| Sigma Financial Corporation | Ann Arbor, MI | Jan 1988 - Current | 36 |
| Planning Resources, Inc. | Southfield, MI | Jul 1992 - Mar 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1980 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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