Brian DervinCRD Number: 5603476
Current Firm: Honkamp Krueger Financial Services Inc.
Brian Dervin (CRD# 5603476) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Omaha, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Honkamp Krueger Financial Services||Dubuque, IA||Oct 2008 - Current||9|
|Schleisman, Onken & Associates||Omaha, NE||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management2,671MILLIONS
Total Number of Accounts8,111ACCOUNTS
Average Account Value$329,339
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY