Derik Harrison (CRD# 7699521) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Longmont, CO and has 1 year of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Dec 2023 - Current | < 1 |
| Thrivent Investment Management Inc. | Longmount, CO | Apr 2023 - Current | 1 |
| Thrivent Financial | Appleton, WI | May 2023 - Dec 2023 | < 1 |
| Opentable | Denver / Remote, CO | Jan 2022 - May 2023 | 1 |
| Rise Broadband | Loveland, CO | Apr 2021 - Jan 2022 | < 1 |
| Sample Supports | Fort Collins, CO | Nov 2020 - May 2021 | < 1 |
| Silver Grill Cafe | Fort Collins, CO | Jul 2019 - Nov 2020 | 1 |
| Ginger And Baker | Fort Collins, CO | Dec 2017 - Jul 2019 | 1 |
| Morgan's Mango | Lakewood, | Sep 2016 - Sep 2017 | 1 |
| The French Press | Lakewood, CO | Feb 2016 - Sep 2016 | < 1 |
| Jax Fish House | Denver, CO | Sep 2014 - Feb 2016 | 1 |
| Extendend Travel | Rutledge, GA | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CO
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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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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