Derek Cheshire, financial advisor Thornton CO
89 score

Derek Cheshire

CRD Number: 6172689
Current Firm: Ameriprise Financial Services, Inc.

Derek Cheshire (CRD# 6172689) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Thornton, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services,inc.. Thornton, CO Jul 2013 - Current 3
Ethos Financial Partners Thornton, CO Mar 2013 - Jul 2013 < 1
Arrow Electronics Englewood, CO Mar 2012 - Mar 2013 1
Ims Limited LLC Louisville, CO Jul 2010 - Mar 2012 1
Key Equipment Finance Inc. Superior, CO Sep 2008 - Jul 2010 1
Fiserv Investment Support Denver, CO Jun 2008 - Aug 2008 < 1
Trust Company Of America Englewood, CO Mar 2008 - May 2008 < 1
Unemployed - Extended Travel Denver, CO Aug 2007 - Dec 2007 < 1
Unemployed Denver, CO Jul 2007 - Aug 2007 < 1
Unemployed - Extended Travel Denver, CO Feb 2007 - May 2007 < 1
Key Equipment Finance Inc. Superior, CO Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Derek S. Cheshire
Phone Number: 612-671-3131
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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