Derek
Dzingle
Stolz & Associates, Ps
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About this Advisor
Derek Dzingle is a financial advisor who works in Tacoma, Washington with a total of 1 year of relevant experience. Dzingle is on the advisory team at Stolz & Associates, Ps. The advisor has gained experience at Mercer, Stolz & Associates, Ps, Gonzaga University, Our National Conversation, Vision X Usa, Dzingle'S Landscaping, Red Lion Hotels, Sears, Wild Waves Theme Park, Todd Beamer High School and Sequoyah Middle School. Dzingle maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Washington. Stolz & Associates, Ps is a financial advisory business based out of Tacoma, WA. It has $156 million in assets across its 466 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 466 accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. Stolz & Associates, Ps provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees largely are based on which services the firm provides the client. Fee types billed by Stolz & Associates, Ps typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stolz & Associates, Ps Brokerage Details
$156,392,935
5
466
$335,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Derek Dzingle Work History
Derek has been registered as a financial advisor for 1 years.*
Stolz & Associates, Ps
Mercer
Gonzaga University
Our National Conversation
Vision X Usa
Dzingle'S Landscaping
Gonzaga University
Red Lion Hotels
Sears
Wild Waves Theme Park
Todd Beamer High School
Sequoyah Middle School
*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 Dzingle 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 Stolz & Associates, Ps
Tacoma, WA
Tacoma, WA
Tacoma, WA
Tacoma, WA
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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