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||8|
|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