Derek Joseph Kesig

29 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth

Tcp Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,760 clients

Average Client Portfolio

$467K average

Assets Under Management

$822.1M

Fee Structure

Minimum Investment:None

Location

5000 Horizons Drive, Upper Arlington, OH, 43220

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Derek is an agent/director of wealth management for non-variable insurance and a wealth advisor for TCP Asset Management. He also owns a vacation property and is a zoning board member for Delaware Township.