Bruce Derks

Advisor / Firm Manager / Head of Investments

Bruce Derks, CFP – Has been helping investors protect their assets and invest wisely since 1992. He is a graduate of University of Central Missouri with a BS in Management as well as a BA in Business, with areas of expertise in long range financial planning, retirement and estate planning. Bruce started his career with Berthel Fisher & Company in 1992, and is also a member of the Financial Planning Association.

Bruce has lectured widely in the Kansas City area with seminars and workshops geared to help educate the investing public. Topics range from college planning, portfolio balancing, and trust agreements to retirement planning and estate preservation.

As a Certified Financial Planner®, Bruce joins only 1500 planners in Kansas and Missouri who have passed the six-part preliminary exams as well as the 10-hour, two-day comprehensive final required to earn that designation.