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DM

Derek J. Mcdermott

FINANCIAL PARTNERS GROUP
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5133679
DM

Professional summary

Derek Joseph Mcdermott is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Derek has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 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 Derek Joseph Mcdermott'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®
None

Experience

Current

April 15, 2026 - Present

FINANCIAL PARTNERS GROUP, INC.

Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210
RIA
CRD#: 288644
Overland Park, KS
Past

March 25, 2017 - September 19, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OVERLAND PARK, KS
Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
OVERLAND PARK, KS
Past

April 8, 2014 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
OVERLAND PARK, KS
Past

May 30, 2012 - February 12, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
OVERLAND PARK, KS
Past

May 1, 2006 - June 26, 2009

DIRECTED SERVICES LLC

BD
CRD#: 21675
DES MOINES, IA

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".
FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA
Registered Investment Advisory firm - (9/8/2017 Approved)
North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)

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
Kansas
(4/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/29/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FP
FINANCIAL PARTNERS GROUP, INC.
ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA
Registered Investment Advisory firm - (9/8/2017 Approved)
North Carolina
Registered Investment Advisory firm - (12/22/2023 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10925 Antioch Road Suite 100, Overland Park, KS 66210
Mailing Address
Phone number
(913) 826-6982
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (23 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

PART 2A BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts3,379
AUM (Assets Under Management)$ 973,306,348

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

FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644Overland Park, KS 66210

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