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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrek? Claim Your ProfileDerrek Klimek is a financial advisor with Rehmann Wealth located in Grand Rapids, Michigan. Derrek has been a financial advisor for over 17 years and has held several positions within the industry, including roles with Royal Alliance Associates, Inc. and Triad Advisors, Inc. Derrek is a Certified Financial Planner and has earned the Series 6, 7, 63, and 65 licenses. Derrek works with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Derrek provides a range of financial advisory services, including financial planning, portfolio management, and pension consulting.
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.
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.
Servicing fees from custodians
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2
MI
05/26/2010 - Present
Rehmann Wealth (GRAND RAPIDS MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
06/06/2008 - 07/06/2009
TRIAD ADVISORS, INC. (GRAND RAPIDS MI)
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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