Derick Lee Kann
Investment adviser representative at Index Fund Advisors, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$5.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Index Fund Advisors, Inc.Feb 2016 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Index Fund Advisors, Inc.
$5.9BAssets managed
2,159Clients
18Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2980359
- Firm CRD
- 109143