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  5. DWM FINANCIAL GROUP, INC.

DWM FINANCIAL GROUP, INC.

Company Details

Entity Name: DWM FINANCIAL GROUP, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 26 Jan 1999
Company Number: CORP_60317887
File Number: 60317887
Type of Business: All Inclusive Purpose
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1759545 110 N. BROCKWAY SUITE 300, PALATINE, IL, 60067 110 N. BROCKWAY SUITE 300, PALATINE, IL, 60067 847-934-6262

Filings since 2021-02-12
Form type 13F-HR
File number 028-20056
Filing date 2021-02-12
Reporting date 2020-12-31
File View File

Filings since 2020-11-06
Form type 13F-HR
File number 028-20056
Filing date 2020-11-06
Reporting date 2020-09-30
File View File

Filings since 2020-08-19
Form type 13F-HR
File number 028-20056
Filing date 2020-08-19
Reporting date 2020-06-30
File View File

Filings since 2020-05-13
Form type 13F-HR
File number 028-20056
Filing date 2020-05-13
Reporting date 2020-03-31
File View File

Filings since 2020-02-14
Form type 13F-HR
File number 028-20056
Filing date 2020-02-14
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DWM FINANCIAL GROUP, INC. 401(K) PLAN 2017 364286110 2018-10-07 DWM FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s address 110 N. BROCKWAY STREET, SUITE 330, PALATINE, IL, 60067

Signature of
Role Plan administrator
Date 2018-10-07
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-07
Name of individual signing LEO J. WAYMAN
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2014 364286110 2015-06-23 DWM FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s DBA name DETTERBECK WEALTH MANAGEMENT
Plan sponsor’s address 110 N. BROCKWAY STREET, SUITE 330, PALATINE, IL, 60067

Signature of
Role Plan administrator
Date 2015-06-23
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-23
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2013 364286110 2014-05-15 DWM FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s DBA name DETTERBECK WEALTH MANAGEMENT
Plan sponsor’s address 110 N. BROCKWAY STREET, SUITE 330, PALATINE, IL, 60067

Signature of
Role Plan administrator
Date 2014-05-15
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-15
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2012 364286110 2013-07-03 DWM FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s DBA name DETTERBECK WEALTH MANAGEMENT
Plan sponsor’s address 110 N. BROCKWAY STREET, SUITE 330, PALATINE, IL, 60067

Signature of
Role Plan administrator
Date 2013-07-03
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2011 364286110 2012-07-17 DWM FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s DBA name DETTERBECK WEALTH MANAGEMENT
Plan sponsor’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067

Plan administrator’s name and address
Administrator’s EIN 364286110
Plan administrator’s name DWM FINANCIAL GROUP, INC.
Plan administrator’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067
Administrator’s telephone number 8473596262

Signature of
Role Plan administrator
Date 2012-07-17
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2010 364286110 2011-07-28 DWM FINANCIAL GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067

Plan administrator’s name and address
Administrator’s EIN 364286110
Plan administrator’s name DWM FINANCIAL GROUP, INC.
Plan administrator’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067
Administrator’s telephone number 8473596262

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2009 364286110 2010-07-19 DWM FINANCIAL GROUP, INC. 5
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067

Plan administrator’s name and address
Administrator’s EIN 364286110
Plan administrator’s name DWM FINANCIAL GROUP, INC.
Plan administrator’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067
Administrator’s telephone number 8473596262

Signature of
Role Employer/plan sponsor
Date 2010-07-19
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature
DWM FINANCIAL GROUP, INC. CUSTOM PS QRP GROUP PLAN 2009 364286110 2010-07-19 DWM FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8473596262
Plan sponsor’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067

Plan administrator’s name and address
Administrator’s EIN 364286110
Plan administrator’s name DWM FINANCIAL GROUP, INC.
Plan administrator’s address 220 N. SMITH STREET, SUITE 410, PALATINE, IL, 60067
Administrator’s telephone number 8473596262

Signature of
Role Plan administrator
Date 2010-07-19
Name of individual signing BRETT DETTERBECK
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRETT M DETTERBECK, 110 N BROCKWAY STE 330, PALATINE, 60067, COOK-NOT IN CITY OF CHICAGO Agent 2015-03-19

President

Name and Address Role
BRETT DETTERBECK 110 N BROCKWAY #330 PALATINE IL 60067 President

Secretary

Name and Address Role
LESTER DETTERBECK Secretary

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
DETTERBECK WEALTH MANAGEMENT Assume Name 2011-05-16 No data No data No data

Historical Names

Name Change Date
DETTERBECK WEALTH MANAGEMENT, INC. 2008-01-03
DETTERBECK INVESTMENT ADVISORS, INC. 2000-03-14
ACCUMULATE AND ENHANCE WEALTH, INC. 1999-12-31

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 100000 1000000 No data
COMMON (NON-VOTING) No data No Voting Rights 100000 2200000 No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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