Derek Robert Thomsen
Investment adviser representative at Red Seven
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$104.4MFirm 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
Experience
16 years in the industry.
- Red SevenSep 2026 to now
- Legacy Investment Strategies, LLCApr 2024 to now
- Mgm Financial GroupOct 2017 to now
- LPL Financial, LLCApr 2024 to Sep 2026
- Crown Capital Securities, LPJun 2010 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Red Seven
$104.4MAssets managed
261Clients
6Advisers
Under 1 yearIn 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
- 6379474
- Firm CRD
- 168542