Derek
Lemke
Ellis Investment Partners, LLC
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About this Advisor
Derek Lemke is a certified financial planner based out of Berwyn, Pennsylvania with 8 years of relevant experience. Lemke is on the advisory team at Ellis Investment Partners, LLC. During their career, the advisor has held roles at Equity Services Inc, Piedmont Airlines and Ellis Investment Partners LLC. Lemke maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Ellis Investment Partners, LLC is a registered investment company based in Berwyn, PA. The firm has a total of 23 financial advisors. It has $694 million in assets across its 1,859 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 1,859 customer accounts, 29% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the services provided. However, fee types charged by Ellis Investment Partners, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellis Investment Partners, LLC Brokerage Details
$694,117,439
23
1,859
$373,382
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
- Other
Derek Lemke Work History
Derek has been registered as a financial advisor for 8 years.*
Piedmont Airlines
Ellis Investment Partners LLC
Equity Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Lemke 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 Ellis Investment Partners, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Westminster, CA
Berwyn, PA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
