Derek WitteCRD Number: 6028947
Current Firm: Ameriprise Financial Services, Inc.
Derek Witte (CRD# 6028947) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Ameriprise Financial Services Inc.||Las Vegas, MN||Apr 2015 - Current||1|
|Wells Fargo Advisors, LLC||Anaheim, CA||Oct 2012 - Apr 2015||2|
|Chapman University||Orange, CA||Aug 2008 - Jun 2012||3|
|Harvey & Company, LLC||Newport Beach, CA||Oct 2011 - Feb 2012||< 1|
|Blakeley & Blakeley, LLP||Newport Beach, CA||Oct 2009 - Oct 2011||2|
|American Golf||Chula Vista, CA||Jan 2008 - Jun 2008||< 1|
|Eastlake High||Chula Vista, CA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV