Serving Clients Since 1927

Omaha (402) 398-9009 | Kearney (308) 234-5258

Derek Bailey CRPS, AIF

Derek Bailey

Investment Advisor Representative

Derek Bailey graduated from the University of Nebraska – Kearney. As a full-time plan consultant, Derek’s focus is dedicated solely to 401(k) and 403(b) retirement plans. Derek’s responsibilities include implementation of the investment analysis platform and completing the vendor benchmark and B3 analysis (fees, service, and investments) review for most of Marcotte Retirement Plans’ clients. Derek currently has his Series 6, 63, 65, Life, Health and Annuities licenses and has earned the Chartered Retirement Plan Specialist (CRPS) designation as well as the Accredited Investment Fiduciary (AIF).  Derek was named a Top 50 Under 40 Retirement Plan Advisor by the National Association of Plan Advisors in 2015 and a Top 75 Plan Advisors Under 40 in 2017.

 

 

 

Check out the background of firms and investment professional on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | CT | FL | IA | ME | MO | MS | NE | OK | PA | SD | TX | UT | WA | WY  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.  © Marcotte Insurance Agency, Inc.

402-970-3338
E-mail
Linked In

Marcotte contracts with DataShield to handle and destroy all customer and proprietary information. DataShield is certified through the National Association for Information Destruction (NAID) with an AAA designation.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.