Derick KannCRD Number: 2980359
Current Firm: Index Fund Advisors, Inc.
Derick Kann (CRD# 2980359) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 24 years of experience in the finance industry. Derick Kann 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Index Fund Advisors||Austin, TX||Feb 2016 - Current||6|
|Usaa Financial Planning Services||Austin, TX||Sep 2006 - Feb 2016||9|
|Usaa Financial Advisors Inc.||Austin, TX||Sep 2006 - Feb 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management4,938MILLIONS
Total Number of Accounts6,355ACCOUNTS
Average Account Value$776,976
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WY
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