Nicholas Ryan Der
Investment adviser representative at Csp Financial Group LLC
11 yearsExperience
2 statesRegistered in
$150.6MFirm assets
3 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Nicholas Der, Sole ProprietorMar 2024 to now
- Csp Financial Group LLCJun 2022 to now
- The Shred MethodJan 2022 to Mar 2024
- Matson MoneyOct 2021 to Dec 2021
- AssetioApr 2021 to Sep 2021
- Self-employedMay 2017 to Apr 2021
- Robert HalfMay 2017 to May 2017
- MML Investors Services, LLCMar 2017 to May 2017
- Msi Financial Services, Inc.Nov 2015 to Mar 2017
- Metlife Securities IncAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Csp Financial Group LLC
$150.6MAssets managed
397Clients
21Advisers
3 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
- 6556652
- Firm CRD
- 310819