LPL Financial
46yrs
Top advisor by experience in Sandy
2yrs
Derek Spackman
Financial advisor at Cetera Investment Advisers
Derek Spackman is a fiduciary financial advisor in Sandy, Utah, with 2 years in the industry. Derek joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 364 advisors with offices in Sandy, and one of 353 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office9815 South Monroe St Suite 550, Sandy, UT 84070
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2024 – nowCetera Investment Advisers LLCCurrent firm
Contact Derek
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Derek. 9815 South Monroe St Suite 550Sandy, UT 84070Office · Get directions
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Cetera Investment Advisers at (310) 257-7880 and ask for Derek Spackman. Derek works from the Sandy, UT office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2024, about 2 years. 2 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?
Cetera Investment Advisers 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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