DP
CFP
DP
CFP

Derek Pilkington

13 Years of Experience
Sterling, CO
BrokerSells Insurance

Derek Pilkington is a CFP-designated registered investment advisor, based in Sterling, CO, with 13 years of industry experience.

Location

226 S. 2nd Street, Sterling, CO, 80751

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Derek is an agent at Pilkington Financial Group LLC and provides wealth management, financial planning, and investment advisory services through The Ameriflex Group, dedicating nearly full-time hours to the latter. He also owns and manages two LLCs related to rental properties, spending minimal time on each, and may offer insurance policies to clients as needed.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.
February 2015 - May 2022 · 7 yrs 3 mos
Sagepoint Financial, INC.Broker
February 2015 - September 2023 · 8 yrs 7 mos
Srs Capital Advisors, INC.
September 2014 - February 2015 · 5 mos
Eagle Strategies LLC
December 2013 - September 2014 · 9 mos
Nylife Securities LLCBroker
December 2012 - September 2014 · 1 yr 9 mos
AXA Advisors, LLCBroker
September 2012 - November 2012 · 2 mos
State Registrations20 states
AZCACOHIIAIDKSMNMONENMNVNYOHORSCSDTXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.