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 | FL | IA | ME | MO | MS | NE | OK | SD | TX | UT 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.