Derrick E Alexander Jr.
Advisor at Greater Works Wealth — Tulsa, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
Tulsa, OK
Greater Works Wealth
Independent
Total advisors
1Clients per advisor
38 HighAvg AUM per client
$252,632 LowHNW client ratio
0% LowDerrick Alexander is a financial advisor at Greater Works Wealth in Tulsa, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2017 to 2022. Before entering financial services, he participated in NFL Rookie Mini-Camps and Training in 2016 and 2017. Greater Works Wealth provides investment management, financial planning, and retirement plan consulting primarily to individual clients and employer plan sponsors. The firm uses a fee-only model with an investment approach based on modern portfolio theory, emphasizing passive management through diversified portfolios of index mutual funds and ETFs.
Based on Greater Works Wealth
Based on Greater Works Wealth
Project-Based Financial Planning fixed fee $1,500 to $10,000; Ongoing Financial Planning initial fee $150 to $1,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Project-Based Financial Planning hourly rate $250 per hour
Minimum fee: $5,000 minimum annual fee for Retirement Plan Consulting, exceptions may be granted at discretion Fee-only: Financial planning fees: Ongoing financial planning $150 to $500 per month or $450 to $1,500 per quarter; Project-based planning fixed fees $1,500 to $10,000 or hourly $250/hr
Tulsa, OK
Tulsa OK
Advisors at this office
1
Oklahoma · Texas
8 years of industry experience
Greater Works LLC d.b.a. Greater Works Wealth
2020 - Present • 6 years
Tulsa, OK
Northwestern Mutual Wealth Management Company
2018 - 2022 • 4 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2017 - 2022 • 5 years
Tulsa, OK
Northwestern Mutual Life Insurance Company
2017 - 2022 • 5 years
Milwaukee, WI
HiCorp
2017 - 2017 • 1 year
Tulsa, OK
NFL Rookie Mini-Camps & Training
2016 - 2017 • 1 year
Tulsa, OK
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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