Derek Wayne Gerstner

Current Employers

Employment History

• 05/2000 → Present
  Simons Tax & Financial
  Hays, KS
• 04/2012 → 07/2025
  Heritage Insurance Agency
  Stockton, KS
• 03/2005 → 11/2020
  Avantax Investment Services, Inc.
  Hays, KS
• 11/2020 → 07/2025
  Cadaret, Grant & Co., Inc.
  Hays, KS
• 07/2025 → Present
  Lpl Financial Llc
  Hays, KS

Previous Registrations

• 2022-05-25 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Hays, KS
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

1- 07/2025 - Simons Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/12/2025 - 40 hours per month/ during trading 2- 07/2025 - Simons Tax & Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/12/2025 - 40 hours per month/ during trading 3- 07/2025 - Simons Tax - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 05/01/2000 - 40 hours per month/ 5 hours during trading 4- 07/2025 - Kai Garrett - Property and Casualty - Investment Related - At Reported Business Location(s) - Start Date 04/15/2012 - 1 hour per month/ 0 hours during trading 5- 10/15/2025- Aimcor EIG- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 2 Hours Per Month- 2 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-10

Designations

Other Names

• Derek Gerstner