Derek
Tschudin

Axos Invest, Inc

CRD#4684900
Investment Advisor
in Las Vegas, NV

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About this Advisor

Derek Tschudin is a financial advisor based in Las Vegas, Nevada, working with Axos Invest, Inc. Derek has previously held positions at Cor Clearing LLC, Pacific Life Insurance Company, and Axos Invest. Derek has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska, Nevada, and Texas. Currently, Derek is part of Axos Invest, Inc, which operates out of Las Vegas, Nevada. The firm has 1 office and 13 employees. The firm manages assets totaling $143.0 million and offers portfolio management services for individuals and small businesses. The fee structure at Axos Invest, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9205 W Russell Road Suite 400
Las Vegas, NV 89148

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Axos Invest, Inc Brokerage Details

Total Assets Under Management

$143,029,772

NV Average: $664,206,839
Total Number of Employees

13

NV Average: 10
Total Number of Accounts

18,834

NV Average: 1,698
Average Account Size

$7,594

NV Average: $391,170

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Derek Tschudin Work History

2021 - Present (3 years)

Axos Invest

2015 - Present (9 years)

Cor Clearing LLC

2006 - 2015 (9 years)

Pacific Life Insurance Company

Disclosures

Please visit the SEC profile of Derek Tschudin 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 Axos Invest, Inc

Jorge Guzman
San Diego, CA
Brandy Dyer Morris
Omaha, NE
Kian Fadaee
Las Vegas, NV
Noah Cicciarelli
San Diego, CA
Tracy Gallman
Las Vegas, NV
Emily Yu
Las Vegas, NV
Morry Morales
Las Vegas, NV
Chad Heidzig
Las Vegas, NV

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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