DK
CFP
DK
CFP

Derrek Klimek

19 Years of Experience
BrokerSells Insurance

Derrek Klimek is a CFP-designated registered investment advisor, based in Grand Rapids, MI, with 19 years of industry experience.

Location

2330 East Paris Ave Se, Grand Rapids, MI, 49546

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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.

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Other Business ActivitiesSells Insurance

Derrek is a licensed insurance producer with Rehmann Insurance Group since 2007, selling insurance products for commission a few hours per week. He also prepares tax returns for family and friends and is a financial advisor for Rehmann Financial.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 3 mos
Rehmann Wealth
April 2010 - Present · 16 yrs
Previous Registrations
Royal Alliance Associates, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
June 2008 - July 2009 · 1 yr 1 mo
Seidman Private Advisors LLC
October 2005 - October 2007 · 2 yrs
Deloitte & Touche Investment Advisors LLC
June 2004 - December 2004 · 6 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.