Deric Marr-Andrews (CRD# 7687838) is an Investment Advisor Representative working at Columbia Capital Management, LLC in Merriam, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Columbia Capital Management, LLC | Overland Park, KS | Apr 2019 - Current | 5 |
N/a | Lawrence, KS | Aug 2018 - Jan 2019 | < 1 |
N/a | Overland Park, KS | Feb 2017 - Jul 2018 | 1 |
N/a | Lawrence, KS | Aug 2015 - May 2017 | 1 |
John Ward Economics | Lawrence, KS | May 2016 - Mar 2017 | < 1 |
Chc Consulting | Kansas City, MO | Sep 2016 - Jan 2017 | < 1 |
University Of Kansas Department Of Economics | Lawrence, KS | Aug 2014 - May 2015 | < 1 |
N/a | Lawrence, KS | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KS
-
Total Assets Under Management1,748MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$19,420,513
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, KS
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.