Derek KaufmanCRD Number: 5506614
Current Firm: Thrivent Investment Management Inc.
Derek Kaufman (CRD# 5506614) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vancouver, WA and has over 9 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Thrivent Financial For Lutherans||Appleton, WI||Feb 2012 - Current||5|
|Thrivent Investment Management Inc.||Vancouver, WA||Dec 2009 - Current||7|
|Chad Peterson||Appleton, WI||Dec 2009 - Feb 2012||2|
|Thrivent Investment Management Inc.||Lake Oswego, OR||Mar 2008 - Oct 2009||1|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2008 - Oct 2009||1|
|Unemployed||Damascus, OR||Nov 2007 - Mar 2008||< 1|
|Deluxe Digital Media||Burbank, CA||May 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV