Dennis Dercks (CRD# 1397007) is an Investment Advisor Representative working at Sii Investments, Inc. in Greenville, WI and has over 31 years of experience in the finance industry.
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sii Investments | Greenville, WI | Jun 2016 - Current | 1 |
| Dercks, Engels & Lautenschlager | Appelton, WI | Mar 2002 - Current | 15 |
| Fsc Securities Corporation | Appleton, WI | Aug 2001 - Jun 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- WI
-
Total Assets Under Management4,226MILLIONS
-
Total Number of Accounts30,484ACCOUNTS
-
Average Account Value$138,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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