Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Robert Schanhofer is an investment advisor representative with Ameriprise Financial Services, LLC. Derek is a financial professional with over 25 years of experience in the industry. Derek has a Series 6, 7, 63, and 66 licenses and is also a Certified Financial Planner. Derek has been with Ameriprise Financial Services, LLC since 2012 and has previously worked with FINANCIAL NETWORK INVESTMENT CORPORATION and MML INVESTORS SERVICES, INC. Derek specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, trusts/estates, and charitable organizations. Derek's current branch office is located at 380 Main Ave, Ste 2, DePere, WI 54115-2203.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
08/08/2012 - Present
Ameriprise Financial Services, LLC (DE PERE WI)
WI
02/24/2009 - 08/08/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (DE PERE WI)
WI
07/17/2006 - 03/19/2009
MML INVESTORS SERVICES, INC. (DE PERE WI)
WI
10/16/1996 - 07/20/2006
PFIC SECURITIES CORPORATION (GREEN BAY WI)
BOTH
Issued 07/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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