Derrek J. Klimek

REHMANN WEALTH

GRAND RAPIDS, MI 49546

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CRD#: 4815703

Professional summary

Derrek John Klimek, CFP®, who also goes by Derrek Klimek, is a registered financial advisor currently at REHMANN WEALTH located in Grand Rapids, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Grand Rapids, Michigan.

Derrek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Derrek has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derrek Klimek

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.

1) REHMANN INSURANCE GROUP - YES - LICENSED PRODUCER - 4086 LEGACY PARKWAY LANSING, MI 48911 PHONE: (517) 316-2400; START DATE 12/17/2007; SELL INSURANCE PRODUCTS FOR A COMMISSION TO MY CLIENTS; 5 HOURS PER MONTH; 5 DURING SECURITIES HOURS 2) CPA - TAX RETURNS - PREPARE FOR MY FAMILY AND FRIENDS - NON INVESTMENT RELATED; 5396 Egypt Creek, Ada, MI 49301; A FEW HOURS PER YEAR DURING TAX SEASON 3)REHMANN FINANCIAL - RCAG; 2330 EAST PARIS AVE SE, GRAND RAPIDS, MI 49546; FINANCIAL ADVISOR; 10/01/2007; 200 HRS; SEC HRS 200; DUTIES- FINANCIAL ADVISOR, FINANCIAL PLANNING AND ASSET MANAGEMENT FOR HIGH NET WORTH CLIENTS. 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2007 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: REGISTERED REP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrek John Klimek'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: 2008

Experience

Current

April 20, 2010 - Present

REHMANN WEALTH

Office #1: 2330 East Paris Ave Se, Grand Rapids, MI 49546

RIA

CRD#: 123047

GRAND RAPIDS, MI

Current

January 12, 2017 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 2330 E. Paris Ave. Se, Grand Rapids, MI 49546

CRD#: 165027

Grand Rapids, MI

Past

February 26, 2010 - December 31, 2017

OSAIC WEALTH, INC.

CRD#: 23131

GRAND RAPIDS, MI

Past

June 6, 2008 - July 6, 2009

TRIAD ADVISORS LLC

CRD#: 25803

GRAND RAPIDS, MI

Past

October 24, 2005 - October 9, 2007

SEIDMAN PRIVATE ADVISORS LLC

RIA

CRD#: 132337

GRAND RAPIDS, MI

Past

June 15, 2004 - December 31, 2004

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

RIA

CRD#: 104593

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Michigan
(5/26/2010)

Michigan
(1/1/2017)

Ohio
(1/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/17/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/24/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/5/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Mailing Address

Phone number

(517) 316-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

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.

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Advisor Monitoring

Firm Stability Insights

Derrek J. Klimek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrek John Klimek's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

SEIDMAN PRIVATE ADVISORS LLC

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 9/17/2008

Series 65

Date: 5/24/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2013

Series 6

Date: 6/5/2008

FINRA

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

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