Derek R. Lawson

PRIORITY FINANCIAL PARTNERS

Manhattan, KS

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CRD#: 5892074

Professional summary

Derek Richard Lawson, CFP® is a registered financial advisor currently at PRIORITY FINANCIAL PARTNERS located in Manhattan, Kansas.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Derek has worked at 2 firms and has passed the Series 63 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.

Kansas State University; Not Investment-related; 1324 Lovers Lane, 343D Justin Hall, Manhattan, KS 66506; Education; Assistant Professor; 07/2019 - Present; 160 hours/mo; 80 hours/mo during securities hours; Assistant Professor teaching CFP Board Core Content classes to UG students, Research & Stats to Ph.D. students and engaged in research.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Richard Lawson'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 1, 2017 - Present

PRIORITY FINANCIAL PARTNERS

RIA

CRD#: 165806

Manhattan, KS

Past

June 13, 2011 - September 15, 2011

NYLIFE SECURITIES LLC

CRD#: 5167

WEST DES MOINES, IA

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

Colorado
(3/1/2017)

IAR

Iowa
(9/5/2025)

IAR

Kansas
(7/15/2021)

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

Series 63

Date: 7/21/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/11/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIORITY FINANCIAL PARTNERS

PRIORITY FINANCIAL PARTNERS | PRIORITY FINANCIAL PLANNING, LLC

CRD#: 165806 / SEC#:

Colorado

Registered Investment Advisory firm - (4/24/2013 Approved)

Iowa

Registered Investment Advisory firm - (9/5/2025 Approved)

Kansas

Registered Investment Advisory firm - (7/15/2021 Approved)

Utah

Registered Investment Advisory firm - (12/4/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1309 E. 3rd Ave Unit 112, Durango, CO 81301

Mailing Address

Phone number

(970) 880-9577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 88,015,944

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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Derek R. Lawson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Richard Lawson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIORITY FINANCIAL PARTNERS

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/2011

Series 6

Date: 6/11/2011

Current Firm

PRIORITY FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIORITY FINANCIAL PARTNERS

TRUST BUT VERIFY

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