Derek GabrielsenCRD Number: 5993866
Current Firm: Strategic Wealth Partners, Ltd.
Derek Gabrielsen (CRD# 5993866) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Strategic Wealth Partners||Seven Hills, OH||May 2011 - Current||6|
|Ranpak, Corp||Concord, OH||Sep 2003 - Apr 2011||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,717ACCOUNTS
Average Account Value$97,088
- 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
- Publication of periodicals or newsletters
FL, OH, TX