Dennis Dale Mesward

CFP

Cl Wealth Management LLC

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (1)

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Customer Dispute

January 2010

Withdrawn

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Dennis offers fixed insurance products, including fixed annuities, equity-indexed annuities, and term and permanent life insurance, dedicating about 10-20% of his time to this activity. He also volunteers as an assistant soccer coach and sells items online, dedicating about a quarter of his time to coaching and minimal time to online sales.

Employment History

Current Registrations

Cabot Lodge Securities LLCBroker

July 2013 - Present · 12 yrs 7 mos

Cl Wealth Management LLC

July 2011 - Present · 14 yrs 7 mos

Previous Registrations

Allied Beacon Partners, INC.Broker

June 2011 - July 2013 · 2 yrs 1 mo

Girard Securities, INC.

February 2011 - June 2011 · 4 mos

Girard Securities, INC.Broker

February 2011 - June 2011 · 4 mos

Qa3 Financial LLC

June 2003 - February 2011 · 7 yrs 8 mos

Qa3 Financial CORP.Broker

June 2003 - February 2011 · 7 yrs 8 mos

Walnut Street Securities, INC.Broker

June 1996 - June 2003 · 7 yrs

State Registrations3 states

COFLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.