Derks Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,000,000
Clients
275
Advisors
2
of 2 employees
About
Derks Financial serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing ongoing portfolio management and financial planning services. The firm manages about $80 million for roughly 275 clients through two advisors and documents client goals and risk tolerance in an Investment Policy Statement for each account.
The firm combines fundamental and technical analysis and uses both long‑ and short‑term trading strategies, offering discretionary and non‑discretionary management. Investment types include mutual funds, equities, fixed income (including TIPS), ETFs (including precious‑metal sector ETFs), annuities and other insurance products, non‑U.S. securities, venture capital funds and private placements, and the firm requires custody through Schwab Institutional.
Compared with many peers, Derks Financial advertises third‑party ratings and has an affiliation with an insurance company while also describing insurance products such as variable annuities in its brochure. The firm’s principal also operates a separate tax and accounting business (Derks Tax & Accounting), devoting specified monthly hours to that practice and deriving a portion of compensation from it, which may provide closer integration of tax and investment advice than is typical for firms of this size.
Client services
Expertise
Fee options
1.00% annually
Main office
4959 NE Goodview Cir, Suite A
Lees Summit MO 64064
Advisors at this office
2
Most active in
Kansas · Missouri · Texas
Also doing business as
Derks Financial, LLC · Derks Financial, LLC Dba Ravenna Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ryan D
Series 66
Lees Summit, MO
Derks Financial, LLC
Ryan Derks is a financial advisor with Derks Financial, LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Berthel Fisher & Company Financial Services and RHF Blockchain Investments. In addition to advising, Derks owns and oversees operations at Derks Tax & Accounting, providing tax and accounting services. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million across roughly 275 clients. The firm employs a combination of fundamental and technical analysis with both long- and short-term trading strategies, offering discretionary and non-discretionary management across a range of investment types.
Chelsea H
Series 66
Lees Summit, MO
Derks Financial, LLC
Chelsea Hatchel is a financial advisor at Derks Financial, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Derks Financial since 2015, including time with affiliated entities. Prior to that, she worked at Berthel Fisher & Company Financial Services, Inc. from 2015 to 2021. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million for around 275 clients. The firm uses both fundamental and technical analysis, employs long- and short-term trading strategies, and offers discretionary and non-discretionary portfolio management.
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