Derek Dall Olmo, financial advisor Traverse City MI

Derek Dall Olmo

CRD Number: 5138728
Current Firm: Tremonte Financial Consultants
Derek Dall Olmo (CRD# 5138728) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry. Derek Dall Olmo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Tremonte Tax Solutions, LLC Traverse City, MI Apr 2021 - Current 2
Tremonte Financial Consultants Traverse City, MI Oct 2018 - Current 5
Ameriprise Financial Services, Inc. Ann Aror, MI May 2006 - Oct 2018 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Derek P. Dall Olmo
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $140,593
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
Types of Clients
Registered States

FL, MI

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