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Derek Dall olmo
from Tremonte Financial Consultants
Derek Dall olmo is a financial advisor based in Michigan, Traverse City,
with 19 years of experience. Derek currently works for
Tremonte Financial Consultants.
Derek maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Derek Dall olmo works at Tremonte Financial Consultants
Tremonte Financial Consultants is a financial advisory firm based in Traverse City, Michigan. It currently has approximately $40,069,056 of assets under management and employs about 5 people. Tremonte Financial Consultants uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1014 6th Street, Suite 101, Traverse City, Michigan, 49684
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