Derrick Dohmen
Derrick Dohmen is a registered investment advisor at Osaic Wealth, INC., based in Rogers, AR, with 19 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Rogers, AR
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Judgment / Lien
May 2016Other Business ActivitiesSells Insurance
Derrick is a financial advisor with Dohmen Investments & Financial Planning and Securities America Advisors. He also dedicates minimal time to a 501c3 organization, Immediate Impact Fund, to support churches in impoverished areas.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations15 states
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.