Derek Fontaine DF
Verified Primeland Advisor

Derek Fontaine

401k & Stock Investment Specialist
Chicago, Illinois, United States  ·  Available for new clients
9+
Years Experience
220+
Clients Served
$38M+
Assets Managed
96%
Client Retention
About Derek

Derek Fontaine is Primeland's 401k and Stock Investment Specialist, based in Chicago, Illinois. With nearly a decade of experience in retirement planning, equity portfolio management, and digital asset integration, Derek is the go-to advisor for clients looking to make their retirement funds work significantly harder — or diversify their wealth across both stocks and crypto.

Before joining Primeland, Derek spent six years at a Chicago-based financial planning firm where he helped hundreds of clients optimize their retirement strategies, roll over underperforming 401k accounts, and build diversified portfolios that balanced growth with stability. His deep understanding of US retirement regulations and stock market dynamics makes him uniquely qualified to guide clients through the 401k rollover process.

Derek's approach is methodical and educational — he doesn't just tell clients what to do, he explains why, ensuring every client understands exactly how their money is working. His clients consistently describe him as thorough, patient, and results-driven.

Areas of Specialisation
401k Rollover Program Stock Portfolio Plans Retirement Planning Risk Diversification US Equity Markets Crypto-Stock Integration
Professional Background
2021 — Present
401k & Stock Investment Specialist
Primeland, Chicago IL
2016 — 2021
Senior Retirement Planning Advisor
Midwest Financial Group, Chicago IL
2014 — 2016
Equity Portfolio Analyst
Lake Shore Capital Management, Chicago IL
2014
BSc. Finance & Accounting
University of Illinois at Chicago
What Clients Say
★★★★★
"Derek walked me through the entire 401k rollover process step by step. I was nervous about moving my retirement funds but he made it completely clear and stress-free. Six months later my retirement account has grown more than it did in the previous three years combined."
RO
Richard O.
401k Rollover Client · Atlanta, GA
★★★★★
"I came to Derek with a stock portfolio that was barely keeping pace with inflation. He helped me restructure everything and integrate some crypto exposure through Primeland. Up 34% in four months. He really knows what he's doing."
TW
Thomas W.
Stock Plan Client · Chicago, IL
★★★★★
"Derek is the most thorough advisor I've worked with. He doesn't just set you up and disappear — he checks in, explains what's happening, and genuinely cares about your financial outcome. Highly recommend for anyone thinking about the 401k rollover."
JK
Janet K.
401k Rollover Client · Milwaukee, WI
Credentials & Certifications
Certified Financial Planner (CFP)
CFP Board · 2017
Certified Crypto Asset Analyst
Blockchain Council · 2021
Series 65 — Investment Advisor
FINRA · 2015
BSc. Finance & Accounting
University of Illinois · 2014
Quick Facts
Based inChicago, IL
LanguagesEnglish, French
Response timeUnder 3 hours
Speciality401k & Stocks
StatusAvailable
Ready to roll over your 401k?
Reach out to Derek directly. He responds to all enquiries within 3 hours.
Email Derek Directly
support@primeland.markets