Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Investment adviser representative · Red Seven

Derek R. Thomsen

CRD 6379474 · La Palma, CA

At a glance

Derek R. Thomsen is an investment adviser representative with Red Seven in La Palma, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Derek’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Red SevenSince September 2026La Palma, CA · $104M in regulatory assets

SEC adviser record

Registered since
2022 (4 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Derek’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.