Derek
Pfister
49 Financial
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About this Advisor
Derek Pfister is a financial advisor based in Rogers, Arkansas, working with 49 Financial. Derek has previously held positions at Minor, Cypress Trail Hideout, Matt Schomburg Statefarm, Camp Siloam, Walton Arts Center/ Walton Amp, Alex Baldwin Statefarm, Full Time Student - Freshman, Full Time Student - Sophomore, Full Time Student - Junior, Full Time Student - Senior, and 49 Financial. Derek has passed the Series 65 regulatory exam and is registered to provide services in Arkansas. Currently, Derek is part of 49 Financial, which operates out of Rogers, Arkansas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Derek Pfister Work History
49 Financial
Alex Baldwin Statefarm
Full Time Student - Senior
Walton Arts Center/ Walton Amp
Camp Siloam
Full Time Student - Junior
Matt Schomburg Statefarm
Full Time Student - Sophomore
Cypress Trail Hideout
Full Time Student - Freshman
Minor
Disclosures
Please visit the SEC profile of Derek Pfister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 49 Financial
Rogers, AR
El Segundo, CA
Austin, TX
Atlanta, GA
Austin, TX
Austin, TX
Austin, TX
Prosper, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
