Edward Jones
35yrs
Top advisor by experience in Plattsmouth
18yrs
Derek Bird
Financial advisor at State Farm Investment Management
Derek Bird is a financial advisor in Plattsmouth, Nebraska, with 18 years in the industry. Derek joined State Farm Investment Management in 2018, a firm offering investment management. Derek holds the ChFC designation.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 63% of advisors at State Farm Investment Management
Office2380 8th Ave Suite 6, Plattsmouth, NE 68048
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
Questions to ask Derek
Tailored to Derek’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call State Farm Investment Management at (800) 447-0740 and ask for Derek Bird. Derek works from the Plattsmouth, NE office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2009, about 18 years. More experience than 63% of advisors at State Farm Investment Management.
What licenses does Derek hold?
Series 63. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Derek paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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