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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Warren Lohse is an investment advisor representative with Nisa Investment Advisors, LLC. Derek has been in the industry since March 2008 and has a Series 65 license. Derek works in the St. Louis, MO branch office of Nisa Investment Advisors, LLC. Derek specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
09/28/2015 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
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