Derek Spackman
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 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
11 years in the industry.
- Cetera Investment Advisers LLCJul 2024 to now
- Cetera Wealth Services, LLCJun 2024 to now
- Renaissance FinancialJun 2024 to now
- America First Federal Credit UnionDec 2021 to Jun 2024
- Providence CityAug 2021 to Dec 2021
- Spotless of UtahDec 2020 to Aug 2021
- Utah State UniversityAug 2020 to May 2024
- Pizza Pie CafeMay 2020 to Aug 2020
- UnemployedJun 2018 to May 2020
- Syracuse 6Jun 2016 to Jun 2018
- Syracuse High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7943396
- Firm CRD
- 105644