Derek Wichman, Financial Advisor located in Palatine, IL

Financial Advisor
Derek J Wichman

MBA, CFP®, AAMS®
1530 E Dundee Road Suite 140, Palatine, IL 60074opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Basketball
  • Dancing
  • Football
  • Music
  • Traveling

Team Members

  • Jason Frye
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(847) 496-5913

Fax

(888) 224-1339

Office Address

1530 E Dundee Road Suite 140
Palatine, IL 60074opens in a new window

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