Derek J Strong
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hemingway Wealth ManagementMay 2022 to now
- United Planners' Financial Services of America A Limited PartnerApr 2022 to now
- United Planners Financial ServicesApr 2022 to now
- Derek StrongOct 2018 to now
- CrowdhealthApr 2026 to Jul 2026
- Revive CfoJan 2025 to Jun 2025
- Thrivent FinancialJul 2018 to Apr 2022
- Thrivent Investment Management IncMay 2018 to Apr 2022
- FergusonFeb 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
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
- 6935020
- Firm CRD
- 20804