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Derrick Damm

Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm 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 assetsHourlyFixed 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

19 years in the industry.

  1. Cetera Investment Advisers LLCJun 2019 to now
  2. Cetera Investment Services LLCJun 2019 to now
  3. Foresters Investors Advisory Services, LLCJun 2013 to Jun 2019
  4. Foresters FinancialJan 2007 to Jun 2019

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
4522056
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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