DERKS FINANCIAL, LLC

DERKS FINANCIAL, LLC of LEES SUMMIT, MO is an SEC-registered investment adviser (CRD 315032). Regulatory assets under management: $80.0M.

Registration

• CRD: 315032
• Type: Registered investment adviser
• Location: 4959 NE GOODVIEW CIR, LEES SUMMIT, MO, 64064
• Phone: 816-795-6614
• Latest filing: 2026-01-21
• Regulatory AUM: $80.0M
• Discretionary AUM: $80.0M
• Clients: 2
• Accounts: 516

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search