JD
JD

Janell Laulean Denk

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Janell is an independent contractor with CPR Financial Group LLC, selling insurance and annuities, dedicating about 10-20% of her time. She is also Vice-President/Owner and Corporate Secretary at Denk & Associates, Inc DBA Denk Financial Advisors, focusing on retirement planning, insurance, and investment advisory services, dedicating minimal time to this activity.

Employment History
Current Registrations
Cpr Investments INC
April 2016 - Present · 9 yrs 10 mos
Ausdal Financial Partners, INC.Broker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Hbw Advisory Services LLC
December 2007 - April 2016 · 8 yrs 4 mos
Hbw Securities LLCBroker
January 2006 - April 2016 · 10 yrs 3 mos
American General Securities Incorporated
August 2005 - December 2005 · 4 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC.Broker
October 2002 - October 2003 · 1 yr
PFS Investments INC.Broker
September 1990 - September 2002 · 12 yrs
State Registrations3 states
CAORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Janell Laulean Denk - Financial Advisor | TrueAdvisor