Derek SimonCRD Number: 6047723
Current Firm: Wells Fargo Clearing Services, LLC
Derek Simon (CRD# 6047723) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Aberdeen, SD and has over 5 years of experience in the finance industry.
Prosperity Wealth Management, LLC
Schwan Financial Advisors, LLC
|Wells Fargo Bank Na||Aberdeen, SD||May 2013 - Current||5|
|Wells Fargo Advisors LLC||Aberdeen, SD||May 2013 - Current||5|
|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|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.