Derek Loucks, financial advisor Nappanee IN

Derek Loucks

CRD Number: 6302244
Current Firm: Avantax Advisory Services

Derek Loucks (CRD# 6302244) is an Investment Advisor Representative working at Avantax Advisory Services in Nappanee, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Dttd Properties LLC Nappanee, IN Mar 2019 - Current 1
Loucks Properties LLC Nappanee, IN Jan 2017 - Current 3
Dh Machine Inc. Nappanee, IN Jul 2016 - Current 3
Hd Vest Insurance Agency Inc. Irving, TX Dec 2015 - Current 4
Hd Vest Advisory Services Nappanee, IN Oct 2015 - Current 4
Loucks Wealth Management Nappanee, LA Oct 2015 - Current 4
Hd Vest Investment Services Nappanee, IN Jun 2015 - Current 4
Loucks & Weaver Cpa Nappanee, IN May 2012 - Current 7
Ball State University Muncie, IN Aug 2012 - Jun 2014 1
Indiana University Bloomington Bloomington, IN Aug 2009 - May 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Derek T. Loucks
Phone Number: 972-870-6000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    23,360
    MILLIONS
  • Total Number of Accounts
    91,924
    ACCOUNTS
  • Average Account Value
    $254,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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