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KD

Kenneth Der

YOUR IA
Wellesley, MA
Some features on this profile are disabled
CRD#: 4610481
KD

Professional summary

Kenneth Der, CFP® is a registered financial advisor currently at YOUR IA, LLC located in Wellesley, Massachusetts.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kenneth has worked at 10 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Der's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

May 1, 2026 - Present

YOUR IA, LLC

RIA
CRD#: 338535
Wellesley, MA
Past

April 23, 2025 - February 19, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
BRAINTREE, MA
Past

January 23, 2025 - February 19, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
BRAINTREE, MA
Past

March 21, 2024 - January 8, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WAKEFIELD, MA
Past

February 6, 2019 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
WAKEFIELD, MA
Past

February 1, 2019 - January 8, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
WAKEFIELD, MA
Past

May 25, 2016 - February 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
WESTBOROUGH, MA
Past

April 15, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
WESTBOROUGH, MA
Past

April 1, 2014 - February 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
WESTBOROUGH, MA
Past

January 2, 2013 - April 17, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WESTBOROUGH, MA
Past

November 19, 2010 - December 31, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
FRAMINGHAM, MA
Past

November 16, 2010 - April 17, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WESTBOROUGH, MA
Past

August 4, 2003 - November 22, 2010

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
WELLESLEY, MA
Past

December 11, 2002 - November 22, 2010

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
FRAMINGHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/23/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/23/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/2002
General Securities Representative Examination

Current Firm

YI
YOUR IA, LLC
AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
616 South 300 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YOUR IA, LLC

CRD#: 338535Wellesley, MA

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