Derek Michael Tuz

Current Employers

Employment History

• 04/2006 → 07/2017
  Charles Schwab & Co., Inc.
  Boulder, CO
• 04/2006 → 07/2017
  Charles Schwab Bank
  Boulder, CO
• 07/2017 → 01/2025
  Lincoln Financial Advisors Corporation
  Boulder, CO
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2017-07-12 → 2025-01-24
  Osaic Fa, Inc.
  Boulder, CO
  Denver, CO
  Irvine, CA
  Denver, CO
• 2006-05-30 → 2017-07-11
  Charles Schwab & Co., Inc.
  Boulder, CO
  Englewood, CO
  Denver, CO
  Englewood, CO
  Englewood, CO

Other Businesses

1) DEREK TUZ/ AEG'S FINANCIAL PARTNERS, 1510 28TH STREET, UNIT #100, BOULDER, CO 80303 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE START DATE: 07/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) AEGIS FP SERVICES, LLC., 1510 28TH STREET, #100, BOULDER, CO 80303 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LLC WAS CREATED TO MANAGE BUSINESS EXPENSES START DATE: 01/2024 HOURS PER MONTH: 35 HOURS PER MONTH DURING TRADING HOURS: 35 3) AEGIS FINANCIAL PARTNERS POSITION: Agent NATURE: This is a DBA - that also offers Traditional Life Insurance, Fixed Annuities and Health Savings Accounts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/10/2017 ADDRESS: 1510 28TH ST, #100, Boulder CO 80303, United States DESCRIPTION: Offers Traditional Life Insurance, Fixed Annuities and Health Savings Accounts.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-25
• S63 Uniform Securities Agent State Law Examination
  1999-04-27

Designations

Other Names

• Derek M Tuz