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Derek Michael Tschudin

Axos Invest, Inc.

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About Derek Michael Tschudin

Derek Michael Tschudin is a registered representative with Axos Invest, Inc. Derek has been in the financial industry for 7 years and is licensed in Nebraska, Nevada, and Texas. Derek has several securities licenses including Series 7, Series 63, Series 66, Series 4, and Series 24. Derek's expertise includes individual portfolio management.

Firm Information

Derek Tschudin is currently registered with Axos Invest, Inc.. Axos Invest, Inc. is an investment advisor headquartered in LAS VEGAS, NV. The firm provides portfolio management for individuals. They have approximately $143 million in regulatory assets under management and advise 18,834 accounts. Axos Invest, Inc. is registered with the SEC and has a SEC Number of 801-79951.
Axos Invest, Inc.

9205 W RUSSELL ROAD

LAS VEGAS, NV 89148

$143.03M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Tschudin’s Registration & Firm History

NV

02/06/2023 - Present

Axos Invest, Inc. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 02/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2021

Series 4 - Registered Options Principal Examination

BC

Issued 11/20/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/25/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Derek Michael Tschudin.
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