Derick Kann Email & Phone Number
SENIOR VICE PRESIDENT, WEALTH ADVISOR @ Index Fund Advisors, Inc.
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Derick Kann Location
- Austin, TX, US
Derick Kann Work
- 2016 -now SENIOR VICE PRESIDENT, WEALTH ADVISOR @
- 2011 -2016 SENIOR WEALTH MANAGER @
- 2009 -2011 WEALTH MANAGER @
- 2006 -2009 CERTIFIED FINANCIAL PLANNER @
- 2004 -2006 SENIOR ADVISOR FOR USAA PRIVATE INVESTMENT MANAGEMENT @
- 2002 -2004 LIFE SELECT and HIGH NET WORTH RELATIONSHIP MANAGER @
- 2002 -2002 EXECUTIVE COMMUNICATIONS ANALYST @
- 2000 -2002 USAA RELATIONSHIP MANAGER @
- 1996 -2002 FINANCIAL SERVICES ADVISOR FOR LIFE AND INVESTMENT MANAGEMENT COMPANY @
- 1993 -1995 ADA Patriot Missile 11th Brigade 3 and 43 Alpha Battery @
Derick Kann Education
- University of the Incarnate Word
MBA (Business)
2000-2002 - The University of Texas at San Antonio
BBA (Management with International Business Concentration)
1996-2000
Derick Kann Skills
- Financial Planning
- Personal Financial Planning
- Certified Financial Planner
- Wealth Management
- Wealth Management Services
- Index Funds
- Investment Strategies
- Comprehensive Planning
- Estate Planning
- Risk Management
- Retirement Planning
- Investments
- Financial Advisory
- Retirement
- Financial Services
- Leadership
- Management
- Portfolio Management
Derick Kann Summary
- Derick Kann, based in Austin, TX, US, is currently a SENIOR VICE PRESIDENT, WEALTH ADVISOR at Index Fund Advisors, Inc.. Derick Kann brings experience from previous roles at USAA. Derick Kann holds a 2000 - 2002 MBA in Business @ University of the Incarnate Word. With a robust skill set that includes Financial Planning, Personal Financial Planning, Certified Financial Planner, Wealth Management, Wealth Management Services and more. Derick Kann has 2 emails and 1 mobile phone numbers on RocketReach.
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