Kenneth Der
Investment Adviser Representative at YOUR IA, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kenneth Der is an investment adviser representative with YOUR IA, LLC in Wellesley, MA, where they have been registered since 2026. They have worked in the securities industry since 2003 and have been registered with 8 firms, including Transamerica Financial Advisors, LLC and Cetera Investment Advisers LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
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.
- Transamerica Financial Advisors, IncJan 2025 – Mar 2026Braintree, MA
- WfgiaDec 2020 – Mar 2026Braintree, MA
- Affiliated Finanancial GroupJan 2019 – Dec 2024Wakefield, MA
- Cetera AdvisorsJan 2019 – Dec 2024Wakefield, MA
- FAS CorporationDec 1976 – Feb 2019Wellesley Hills, MA
- Kestra Financial ServicesApr 2016 – Jan 2019Wellesley Hills, MA
- Abacus Private Wealth ManagmentMar 2016 – no end date reportedWellesley, MA
- AFS Taxes CorporationJan 2019 – Oct 2025Reading, MA
- Wellesley Free Library FoundationAug 2025 – no end date reportedWellesley, MA
- Bay Club Time shareOct 2025 – no end date reportedKona, HI
- Your IAMar 2026 – no end date reportedWellesley, MA
- Experior Financial GroupMar 2026 – no end date reportedWellesley, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About YOUR IA, 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
- Estimated blended rate
- 0.024
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
Investment management and financial planning services
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. George, UT
- SEC file number:
- 801-134511
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 11, 2026
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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. Kenneth Der 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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