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Akseli Derzon

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Akseli is involved in real estate rental through Derzon Properties Incorporated since April 2022, dedicating a few hours per week. He also provides mortgage/real estate services through Derzon Real Estate Services since March 2024, also dedicating a few hours per week.

Employment History
Current Registrations
Oneseven
October 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
September 2019 - October 2024 · 5 yrs 1 mo
LPL Financial LLCBroker
March 2018 - October 2024 · 6 yrs 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Akseli Derzon - Financial Advisor | TrueAdvisor