Derek Lunka
Derek Lunka is a CFP-designated registered investment advisor at Benjamin F. Edwards Wealth Management, LLC, based in St. Louis, MO, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,817 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWM offers discretionary investment management services through wrap fee or unbundled accounts. Fees are negotiable and customized based on the services provided. The advisor determines the fee for each client, and fees vary based on factors like the cost of business and the advisor's experience. Clients pay quarterly based on the average daily value of the account. Fees are negotiable.
Location
One North Brentwood, Suite 850, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is the 100% owner of Lakenorth Investment Group, LLC, providing investment advice and implementation. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
State Registrations15 states
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