DP
DP

Derek Peters

3 Years of Experience
Denver, CO
Broker

Derek Peters is a registered investment advisor at Bear Creek Fund Advisors LLC, based in Denver, CO, with 3 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 2 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$195.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1200 17th Street, Suite 970, Denver, CO, 80202

Get directions

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.

Learn about disclosures →
Other Business Activities

Derek is a Member of Midwest Invest, LLC, spending minimal time there, and a Managing Director of Bear Creek Asset Management, LLC, dedicating nearly full-time hours. He also serves as an Officer at Deer Creek Church and is an Investment Adviser Representative of Bear Creek Fund Advisors LLC, spending minimal time there.

Employment History
Current Registrations
Bear Creek Fund Advisors LLC
April 2024 - Present · 2 yrs 1 mo
Bear Creek Asset Management, LLC
July 2022 - Present · 3 yrs 10 mos
Bear Creek Securities LLCBroker
June 2022 - Present · 3 yrs 11 mos
State Registrations2 states
CODE
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.