Derek Wulff

NAVISTA WEALTH MANAGEMENT

MINNETONKA, MN 55305

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CRD#: 6900343

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derek William Wulff

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Wulff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 11, 2025 - Present

NAVISTA WEALTH MANAGEMENT, INC.

Office #1: 10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

RIA

CRD#: 332373

MINNETONKA, MN

Past

October 11, 2024 - October 31, 2025

CABOT LODGE SECURITIES LLC

CRD#: 159712

Minnetonka, MN

Past

April 15, 2024 - October 4, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(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

State Security Law Exam

IAR

Series 66

Date: 2/14/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/15/2023

Securities Industry Essentials Examination

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

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Contact information

Main Address

10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

Mailing Address

Phone number

(612) 315-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVISTA WEALTH ADV BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,503
AUM (Assets Under Management)	$ 632,647,268

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Derek Wulff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Wulff's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVISTA WEALTH MANAGEMENT, INC.

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NAVISTA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2025

Series 7TO

Date: 4/15/2024

SIE

Date: 11/15/2023

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVISTA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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