DD
ChFC
DD
ChFC

Derrick Damm

23 Years of Experience
Edina, MN
Broker

Derrick Damm is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 23 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7301 Ohms Lane, Suite 460, Edina, MN, 55439

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrick serves as a trustee for the D&D Voehl Trust, benefiting his aunt and uncle. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
June 2013 - June 2019 · 6 yrs
Foresters Financial Services, INC.Broker
April 2002 - June 2019 · 17 yrs 2 mos
State Registrations17 states
ARAZCACOFLIAILMNMTNCNJOHSCSDTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.