DK
CFP
DK
CFP

Derrek John Klimek

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

2330 East Paris Ave Se, Grand Rapids, MI, 49546

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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 ActivitiesSells Insurance

Derrek is a licensed insurance producer with Rehmann Insurance Group since 2007, selling insurance products for commission a few hours per week. He also prepares tax returns for family and friends and is a financial advisor for Rehmann Financial.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Rehmann Wealth
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
June 2008 - July 2009 · 1 yr 1 mo
Seidman Private Advisors LLC
October 2005 - October 2007 · 2 yrs
Deloitte & Touche Investment Advisors LLC
June 2004 - December 2004 · 6 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.