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Joseph Benjamin Derickson

Retirement Wealth Management, LLC

Peachtree Corners, GA

CRD 1789649

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Employer firm

Retirement Wealth Management, LLC CRD 147968

10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Wealth Management, Llc

5425 Peachtree Parkway, Peachtree Corners, GA 30092-6536 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-08
GA RA APPROVED 2012-05-25
  • FL RA
    APPROVED
    Since 2025-12-08
  • GA RA
    APPROVED
    Since 2012-05-25

Branch Locations

5425 Peachtree Parkway, Peachtree Corners, GA 30092-6536 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Management, Llc Atlanta GA 05/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-28
S63 Uniform Securities Agent State Law Examination 1988-03-11
  • S65 Uniform Investment Adviser Law Examination
    2006-09-28
  • S63 Uniform Securities Agent State Law Examination
    1988-03-11
Other Names
  • Joseph B Derickson

View on SEC IAPD

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