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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 Wayne Gerstner is a financial advisor in Hays, KS with over 17 years of experience in the financial services industry. Derek has a strong background in providing financial advice and investment management services to a diverse range of clients. Derek is also a Certified Financial Planner. Derek is currently registered with Cadaret, Grant & Co., Inc., a well-established financial firm with a strong reputation for providing high-quality financial services. Derek is dedicated to helping clients achieve their financial goals through personalized investment strategies and financial planning services.
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.
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.
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KS
05/25/2022 - Present
Cadaret, Grant & CO., Inc. (Hays KS)
KS
03/16/2005 - 12/02/2020
AVANTAX INVESTMENT SERVICES, INC. (HAYS KS)
BC
Issued 02/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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