Dennis Axman, financial advisor Orange Park FL

Dennis Axman

CRD Number: 9199
Current Firm: Cwm, LLC

Dennis Axman (CRD# 9199) is an Investment Advisor Representative working at Cwm, LLC in Orange Park, FL and has over 38 years of experience in the finance industry. Dennis Axman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cwm, LLC Omaha, NE Nov 2020 - Current 1
Axman And Associates, LLC Orange Park, FL Mar 2019 - Current 3
The Leaders Group, Inc. Littleton, CO Mar 2019 - Nov 2020 1
Unemployed Orange Park, FL Feb 2018 - Mar 2019 1
Allstate Life Insurance Co Northbrook, IL Dec 2016 - Dec 2018 2
Allstate Distributors, Inc. Northbrook, IL Dec 2016 - Dec 2018 2
The Leaders Group, Inc. Littleton, CO Apr 2009 - Dec 2016 7
Capitas Financial LLC Jacksonville, FL Mar 2009 - Dec 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Dennis M. Axman
Phone Number: 402-330-0808
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    19,949
    MILLIONS
  • Total Number of Accounts
    82,314
    ACCOUNTS
  • Average Account Value
    $242,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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