Derek LoucksCRD 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.
Integrated Financial Planning Solutions, LLC
Kfg Wealth Management, LLC
|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|
Total Assets Under Management23,360MILLIONS
Total Number of Accounts91,924ACCOUNTS
Average Account Value$254,124
- 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
- Selection of other advisers (including private fund managers)
- 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, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.