Derek Gilbert
Derek Gilbert is a registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, 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 Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
285 Liberty St NE Ste 300, Salem, OR, 97301
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Derek is involved in several business activities, including a family real estate business, practice operations through Cryptonite LLC, and managing business expenses through DAGCO LLC. He also co-owns Anthem Wealth Strategies and serves as a board member for Gilbert, and is a volunteer firefighter, dedicating about a quarter of his time to Anthem Wealth Strategies and a few hours per week to the other activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Edward Jones
Edward JonesBroker
State Registrations19 states
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