DM
DM

Derek Orion Mauldin

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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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 ActivitiesSells Insurance

Derek is the volunteer Treasurer for Mechanicsburg Brethren in Christ Church, handling various financial tasks. Derek is also an independent insurance agent since 2019, selling accident & health, variable life and annuity, and life insurance in multiple states.

Employment History
Current Registrations
Inspire Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
February 2020 - May 2023 · 3 yrs 3 mos
Thrivent Investment Management INC.Broker
February 2020 - May 2023 · 3 yrs 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Derek Orion Mauldin - Financial Advisor | TrueAdvisor