Derek Witte, financial advisor Downers Grove IL
93 score

Derek Witte

CRD Number: 6028947
Current Firm: Invesco Advisers, Inc.

Derek Witte (CRD# 6028947) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Downers Grove, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Chicago, IL Feb 2017 - Current 1
Ameriprise Financial Services Inc. Las Vegas, MN Apr 2015 - Jan 2017 1
Wells Fargo Advisors, LLC Anaheim, CA Oct 2012 - Apr 2015 2
Wells Fargo Advisors, LLC Anaheim, CA Jan 2012 - Oct 2012 < 1
Chapman University Orange, CA Aug 2008 - Jun 2012 3
Harvey & Company, LLC Newport Beach, CA Oct 2011 - Feb 2012 < 1
Blakeley & Blakeley, LLP Newport Beach, CA Oct 2009 - Oct 2011 2
American Golf Chula Vista, CA Jan 2008 - Jun 2008 < 1
Eastlake High Chula Vista, CA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Derek A. Witte
Phone Number: 404-892-0896
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    431,018
    MILLIONS
  • Total Number of Accounts
    23,872
    ACCOUNTS
  • Average Account Value
    $18,055,391
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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