Derek Wulff
Professional Summary
Derek Wulff, who also goes by Derek William Wulff, is a registered financial advisor currently at NAVISTA WEALTH MANAGEMENT, INC. located in Minnetonka, Minnesota. Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Derek has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Derek William Wulff
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
NAVISTA WEALTH MANAGEMENT, INC.
Contact Information
Main Address
10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305Phone Number
(612) 315-2400# of Employees
11SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,477AUM (Assets Under Management)
$709,598,783Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
NAVISTA WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(11/11/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Derek Wulff's CRS (Customer Relationship Summary).
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