Derek Dzingle, financial advisor Tacoma WA

Derek Dzingle

CRD Number: 7554603
Current Firm: Stolz & Associates, Ps

Derek Dzingle (CRD# 7554603) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Stolz & Associates, Ps Tacoma, WA Mar 2022 - Current 2
Mercer Seattle, WA May 2021 - Mar 2022 < 1
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Dzingle's Landscaping Auburn, WA May 2018 - Aug 2018 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Derek C. Dzingle
Phone Number: (253) 272-3441
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $420,764
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
Types of Clients
Registered States

NE, WA

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