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President, COO, Chief Compliance Officer, Portfolio Manager · Detterbeck Wealth Management

Brett M. Detterbeck

CRD 2474237 · Named on Form ADV at one SEC-registered adviser

At a glance

Detterbeck Wealth Management, an SEC-registered wealth manager based in Palatine, IL with $279 million in regulatory assets, lists Brett M. Detterbeck on its Form ADV as President, COO, Chief Compliance Officer, Portfolio Manager, a control person.

Firms and roles

  • Detterbeck Wealth ManagementPresident, COO, Chief Compliance Officer, Portfolio ManagerWealth manager · Palatine, IL · $279M in regulatory assets

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lester G. DetterbeckChairman of the Board, Secretary, Treasurer, Advisory REP., Detterbeck Wealth Management
  • Parker A. RingIAR - Wealth Management Advisor, Detterbeck Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.