Derek Simon, financial advisor Aberdeen SD
90 score

Derek Simon

CRD Number: 6047723
Current Firm: Wells Fargo Advisors, LLC

Derek Simon (CRD# 6047723) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Aberdeen, SD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Aberdeen, SD May 2013 - Current 3
Wells Fargo Advisors LLC Aberdeen, SD May 2013 - Current 3
State Street Bank Kansas City, MO Sep 2012 - Apr 2013 < 1
Various Insurance Carriers For W & R Insurance Agencies Lees Summit, MO Apr 2012 - Sep 2012 < 1
Waddell & Reed Inc. Independence, MO Apr 2012 - Sep 2012 < 1
Unemployed Lee's Summit, MO Feb 2012 - Apr 2012 < 1
Springleaf Financial Services Raytown, MO Jul 2011 - Feb 2012 < 1
Unemployed Lee's Summit, MO May 2011 - Jul 2011 < 1
Jones Ace Hardware Vermillion, SD Aug 2010 - May 2011 < 1
Merxbauer Farms Aberdeen, SD May 2010 - Aug 2010 < 1
University Of South Dakota Vermillion, SD Aug 2008 - May 2010 1
South Dakota Dept Of Game Fish And Parks Aberdeen, SD May 2009 - Aug 2009 < 1
Student Vermillion, SD Aug 2008 - May 2009 < 1
Walmart Aberdeen, SD May 2008 - Aug 2008 < 1
Student Brookings, SD Aug 2007 - May 2008 < 1
Meyers Auto Salvage Aberdeen, SD May 2007 - Aug 2007 < 1
Student Aberdeen, SD Aug 2006 - May 2007 < 1
Meyers Auto Salvage Aberdeen, SD May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Derek K. Simon
Phone Number: 314-875-3000
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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