Steven Derr, financial advisor Saint Joseph MO
93 score

Steven Derr

CRD Number: 1299878
Current Firm: H.d. Vest Advisory Services, Inc.

Steven Derr (CRD# 1299878) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Saint Joseph, MO and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services St. Joseph, MO Apr 2002 - Current 14
H.d. Vest Advisory Services St. Joseph, MO Apr 2002 - Current 14
Marquette Financial Group, Inc. Minneapolis, MN Nov 2000 - Current 16
Derr & Associates St. Joseph, MO Oct 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for Steven D. Derr
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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