Ryan Derks is a registered investment advisor at Derks Financial, LLC, based in Lees Summit, MO, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 285 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated and paid quarterly in arrears based on the market value of the account.
Fee Estimator
Location
4959 NE Goodview Cir, Suite A, Lees Summit, MO, 64064
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
June 2020Other Business Activities
Ryan is the owner of Derks Tax & Accounting, providing tax and accounting services. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Derks Financial, LLC
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations3 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.
Exams
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