Osaic Wealth
42yrs
Top advisor by experience in Grove City
10yrs
Derek Sears is a fiduciary financial advisor in Grove City, Ohio, with 10 years in the industry. After eight years at Cuso Financial Services, Derek joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Grove City, and one of 29 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office4141 Hoover Road, Grove City, OH 43123
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025Cuso Financial Services, L.P.Previously
Contact Derek
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Derek. 4141 Hoover RoadGrove City, OH 43123Office · Get directions Facebook pageLPL Financial
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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?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Derek
How do I contact Derek?
Call LPL Financial at (704) 733-3300 and ask for Derek Sears. Derek works from the Grove City, OH office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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