Derek Tharp (CRD# 6083418) is an Investment Advisor Representative working at Conscious Capital in Scarborough, ME and has over 12 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.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Income Laboratory, Inc. | Denver, CO | Aug 2020 - Current | 3 |
| Tharp Insurance Solutions, LLC | Scarborough, ME | Jun 2020 - Current | 3 |
| University Of Southern Maine | Portland, ME | Sep 2018 - Current | 5 |
| Conscious Capital, Inc. | Cedar Rapids, IA | May 2016 - Current | 7 |
| Kitces.com | Reston, VA | Oct 2016 - Aug 2018 | 1 |
| Kansas State University | Manhattan, KS | Jan 2018 - May 2018 | < 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- IA
- ME
- NH
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$105,548
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
IA, ME, NH
About Wealthminder
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 derived from SEC.gov data covering 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.
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.