Derek M. Ifasi

RETIRESHARP WEALTH MANAGEMENT

Tampa, FL

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CRD#: 5574055

Professional summary

Derek Michael Ifasi, who also goes by Derek Ifasi, is a registered financial advisor currently at RETIRESHARP WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Derek has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derek Ifasi

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) IFASI FINANCIAL GROUP, LLC. INVESTMENT RELATED. 17407 BRIDGE HILL CT, SUITE Q, TAMPA, FL 33647. OWNER AND INDEPENDENT INSURANCE AGENT. START DATE 9/2010. 130 HOURS/MONTH, 130 HOURS DURING TRADING. FIXED ANNUITIES, LIFE, HEALTH, ANCILLARY INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Michael Ifasi's 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

July 21, 2020 - Present

RETIRESHARP WEALTH MANAGEMENT, LLC

RIA

CRD#: 309005

Tampa, FL

Past

March 21, 2017 - August 25, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Tampa, FL

Past

January 11, 2017 - March 13, 2017

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

TAMPA, FL

Past

March 19, 2010 - January 24, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TAMPA, FL

Past

February 26, 2009 - February 16, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TAMPA, FL

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

Florida
(7/21/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/25/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIRESHARP WEALTH MANAGEMENT, LLC

CRD#: 309005 / SEC#:

Florida

Registered Investment Advisory firm - (7/21/2020 Approved)

Texas

Registered Investment Advisory firm - (1/21/2021 Conditional Restricted)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 699-3885

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 8,000,000

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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Firm Stability Insights

Derek M. Ifasi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Michael Ifasi's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIRESHARP WEALTH MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

MSI FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2016

Series 63

Date: 2/28/2009

Series 6

Date: 2/25/2009

Current Firm

RETIRESHARP WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIRESHARP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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