Unclaimed Profile

Derek Michael Tschudin

AXOS INVEST, INC·LAS VEGAS, Nevada

SIE, Series 4, Series 7, Series 14, Series 24, Series 63, Series 66, Series 99Clean record10 years registeredAXOS INVEST, INC

9205 W RUSSELL ROAD, LAS VEGAS, NV 89148CRD# 4684900Firm CRD# 150953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Michael Tschudin · LAS VEGAS, NV

Registration

CRD #4684900 · AXOS INVEST, INC · 10 years registered

Brand Profile

Not yet started

Career History

AXOS INVEST, INC

Feb 2021 – present

AXOS CLEARING LLC

Feb 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 63

Series 66

Series 99

Registration record

First registered · February 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXOS INVEST, INC

CRD 150953 · SEC 801-79951

AUM

$143M

Regulatory assets under management

Employees

18,834 client accounts

Services offered by AXOS INVEST, INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AXOS INVEST, INC →

Introduction

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Frequently Asked Questions

What services does Derek Michael Tschudin offer?

Derek Michael Tschudin specializes in Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Derek Michael Tschudin's credentials?

Derek Michael Tschudin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Michael Tschudin located?

Derek Michael Tschudin is based in LAS VEGAS, Nevada, working with AXOS INVEST, INC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Derek Michael Tschudin charge for services?

Derek Michael Tschudin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXOS INVEST, INC?

AXOS INVEST, INC has approximately 13 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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