Derek Dieterich
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera Investment Services Llc
2018 - Present (8 years)
Cetera Investment Advisers LLC
2018 - Present (8 years)
Regions bank
2018 - Present (8 years)
Aspire Private Wealth Counsel, LLC
2017 - 2017 (1 year)
Club Unite Volleyball
2016 - 2018 (2 years)
Aspire Private Wealth Counsel
2016 - 2017 (1 year)
Lincoln Financial Securitites Corporation
2016 - 2017 (1 year)
Wealth Management Group
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Thomas C
CFP®, EA
Louden, TN
Retire to Tellico
InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.
Olivia C
Series 66
Loudon, TN
Edward Jones
Joseph L
CFP®, ChFC®, Series 66
Athens, TN
Edward Jones
Kassidi H
Series 66
Vonore, TN
Edward Jones
Susan A
Series 66
Loudon, TN
Edward Jones
Ben C
CFP®, Series 66
Loudon, TN
Edward Jones
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