Derek Tharp, financial advisor Cedar Rapids IA
96 score

Derek Tharp

CRD Number: 6083418
Current Firm: Conscious Capital

Derek Tharp (CRD# 6083418) is an Investment Advisor Representative working at Conscious Capital in Cedar Rapids, IA and has over 6 years of experience in the finance industry. Derek Tharp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Conscious Capital, Inc. Cedar Rapids, IA May 2016 - Current 2
Robert W. Baird & Company Cedar Rapids, IA Jul 2014 - Apr 2016 1
Birch Investments, LLC Cedar Rapids, IA May 2011 - Jan 2016 4
Robert W. Baird & Company Cedar Rapids, IA Mar 2014 - Jun 2014 < 1
Mote Wealth Management, LLC Cedar Rapids, IA Nov 2012 - Mar 2014 1
Regentatlantic Capital, LLC Morristown, NJ Jun 2012 - Oct 2012 < 1
Gelid, LLC Cedar Rapids, IA May 2009 - Jun 2012 3
Iowa State Ames, IA Aug 2008 - Jun 2012 3
Klein Tools Cedar Rapids, IA Jun 2008 - Aug 2008 < 1
Prairie High School Cedar Rapids, IA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Derek T. Tharp
Phone Number: 319-804-8350
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Educational seminars/workshops
Types of Clients
Registered States


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

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