49 Financial
Derek Pfister is a dedicated financial professional with experience as a Financial Associate at 49 Financial since May 2024. Prior to this role, Derek served as a Sales Intern at Alex Baldwin - State Farm Insurance Agent and held positions at Walton Arts Center and Walmart AMP as Food and Beverage Zone Supervisor and COO Intern. Additionally, Derek interned at Matt Schomburg - State Farm Insurance Agent, where responsibilities included handling claims-related communications and gaining proficiency in Salesforce. Derek's career began as a Server at Cypress Trail Hideout. Derek holds a Bachelor's degree in Finance and Financial Management Services from the University of Arkansas, completed in 2024, and graduated from Strake Jesuit College Preparatory with a High School Diploma in 2020.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.