Derek Sargent (CRD# 5536618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adair, IA and has over 15 years of experience in the finance industry.
CRD# 6374489
Aegis Wealth Management, Inc.
CRD# 3258817
Charles Schwab & Company, Inc.
CRD# 6312049
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Adair, IA | May 2008 - Current | 15 |
| Thrivent Financial For Lutherans | Appleton, WI | May 2008 - Current | 15 |
| Corporate Image | Desmoines, IA | May 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- IA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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