Derek Richard Hoyt
Portfolio Manager-Equities at Creative Planning LLC
Profile
Derek Richard Hoyt is currently an Investment Manager at Creative Planning LLC since 2023.
Prior to this, he was the Chief Investment Officer at BerganKDV Wealth Management LLC from 2007 to 2023.
He worked as an Analyst at Analytics Investment Advisors, Inc. in the past.
Mr. Hoyt completed his undergraduate degree from St. Olaf College in 1994 and his graduate degree from the University of Minnesota in 2004.
Derek Richard Hoyt active positions
| Companies | Position | Start |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2023-06-30 |
Former positions of Derek Richard Hoyt
| Companies | Position | End |
|---|---|---|
BerganKDV Wealth Management LLC
 BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Chief Investment Officer | 2023-06-30 |
Analytics Investment Advisors, Inc.
 Analytics Investment Advisors, Inc. Investment ManagersFinance Based in Excelsior, Minnesota, Analytics Investment Advisors Inc. (AIA) is a registered investment advisor. | Analyst-Equity | 2007-01-02 |
Training of Derek Richard Hoyt
| St. Olaf College | Undergraduate Degree |
| University of Minnesota | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Analytics Investment Advisors, Inc.
Analytics Investment Advisors, Inc. Investment ManagersFinance Based in Excelsior, Minnesota, Analytics Investment Advisors Inc. (AIA) is a registered investment advisor. | Finance |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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