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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dennis Vleko is a financial advisor with CWM, LLC based in Ann Arbor, Michigan. John is a registered investment advisor in the state of Michigan. John has over 30 years of experience in the financial services industry and holds the Series 1, 6, 63, and 65 licenses. John is also a Certified Financial Planner (CFP®). In addition to financial planning and portfolio management, John also offers other services such as insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
MI
01/02/2025 - Present
CWM, LLC (Ann Arbor MI)
MI
01/21/1988 - 09/14/2021
SIGMA FINANCIAL CORPORATION (Southfield MI)
NA
11/10/1986 - 12/16/1987
THE SAXON GROUP, INC.
NA
07/11/1985 - 10/24/1986
MARINER FINANCIAL SERVICES, INC.
NA
05/18/1984 - 08/09/1985
GUARDIAN INVESTOR SERVICES CORPORATION
NA
05/21/1979 - 09/22/1983
MONY SECURITIES CORP.
NA
05/21/1979 - 09/22/1983
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1979
Series 1 - Registered Representative Examination
Active
Inactive
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