Derek Prusa is a CFA, CFP-designated registered investment advisor at Advisor 123 LLC, based in Caledonia, MI, with 9 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.
Compensation
Firm Size
IM Fee
Fee Structure
- The negotiated hourly fee for financial planning services is between $20 and $100.
Location
5659 N Kraft Lake Dr, Caledonia, MI, 49316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is a Managing Partner/IAR at Advisor 123 LLC, providing signals to other investment advisors, dedicating nearly full-time hours. He is also a Managing Member/IAR/CCO at Aspire Wealth, providing investment advisory services, dedicating about a quarter of his time.
Employment History
Current Registrations
Advisor 123 LLC
Aspire Wealth
Previous Registrations
Retirement Wealth Advisors, INC.
Formula Folio Investments
State Registrations1 state
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.