Dereck
Cochran

Commonwealth Financial Network

CRD#7405171
Investment Advisor
in Overland Park, KS

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About this Advisor

Dereck Cochran is a financial advisor based in Overland Park, Kansas, working with Commonwealth Financial Network. Dereck has previously held positions at Deluxe Corporation, Farner Bocken Company, Gambinos Company, Pgn Financial, Tracy Vandyke, Securities America Inc, Securities America Advisors, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Commonwealth Financial Network, and Grant Capital. Dereck has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Dereck is part of Commonwealth Financial Network, which operates out of Overland Park, Kansas. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7101 College Boulevard Suite 880
Overland Park, KS 66210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

KS Average: $16,012,751,954
Total Number of Employees

4,500

KS Average: 118
Total Number of Accounts

623,075

KS Average: 4,567
Average Account Size

$284,126

KS Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dereck Cochran Work History

2024 - Present (0 year)

Commonwealth Financial Network

2024 - Present (0 year)

Grant Capital

2024 - Present (0 year)

Commonwealth Financial Network

2024 - Present (0 year)

Grant Capital

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Wealth Management Company

2022 - 2022 (< 1 year)

Tracy Vandyke

2022 - 2022 (< 1 year)

Securities America Advisors

2022 - 2022 (< 1 year)

Tracy Vandyke

2021 - 2022 (1 year)

Pgn Financial

2021 - 2022 (1 year)

Securities America Inc

2018 - 2018 (< 1 year)

Deluxe Corporation

2017 - 2021 (4 years)

Student

2017 - 2018 (1 year)

Farner Bocken Company

2015 - 2016 (1 year)

Gambinos Company

2012 - 2017 (5 years)

Student

Disclosures

Please visit the SEC profile of Dereck Cochran 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Kyle Martin
Wheaton, IL
Eileen Vitarelle
Rexford, NY
Daniel Novotny
Winter Park, FL
Anthony Bonafede
San Diego, CA
Kristofer Yrrizarry
Waltham, MA
David Moratti
Phoenix, AZ

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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