Derek Lee Ackerman
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Derek Lee Ackerman is an investment adviser representative with Focus Partners Wealth, LLC in Menlo Park, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Bordeaux Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Santa Clara UniversitySep 2016 – Jun 2017Santa Clara, CA
- NGINX, IncJun 2017 – Sep 2017San Francisco, CA
- Santa Clara UniversitySep 2017 – Jun 2018Santa Clara, CA
- PayPalJun 2018 – Sep 2018San Jose, CA
- Santa Clara UniversitySep 2018 – Jun 2019Santa Clara, CA
- Dackerman Sports LLCJun 2019 – Jun 2024Half Bay Moon, CA
- Bordeaux Wealth AdvisorsJun 2024 – Jul 2025Menlo Park, CA
- Focus Partners Wealth, LLCJul 2025 – Jun 2026St. Louis, MO
- IEQ Capital, LLCJun 2026 – no end date reportedFoster City, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
Showing 12 of 1,032 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Lee Ackerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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