Derek Prusa
CFP®Professional Summary
Derek Prusa, CFP®, who also goes by Derek Robert Prusa, is a registered financial advisor currently at ASPIRE WEALTH located in Caledonia, Michigan and ADVISOR 123 LLC located in Caledonia, Michigan. Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Derek has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Derek Robert Prusa
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
ASPIRE WEALTH | ASPIRE WEALTH ADVISORY, LLC | ASPIRE WEALTH ADVISORY | ASPIRE WEALTH ADVISORS, LLC
Contact Information
Main Address
5659 N Kraft Lake Dr, Caledonia, MI 49316Phone Number
(616) 828-3803# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
478AUM (Assets Under Management)
$74,103,963Similar Advisors
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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.
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State Registrations and Notice Filings
(2/7/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Derek Prusa's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
