Derrick J. Hanson

OPPNA WEALTH LLC

KNOXVILLE, TN 37919

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CRD#: 6949347

Professional summary

Derrick Joel Hanson, ChFC®, CLU®, who also goes by Derrick Hanson, is a registered financial advisor currently at OPPNA WEALTH LLC located in Knoxville, Tennessee.

Derrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Derrick has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derrick Hanson

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.

Oppna Wealth LLC.; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 06/2025; Approximately 10% of time spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrick Joel Hanson's 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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 27, 2025 - Present

OPPNA WEALTH LLC

Office #1: 116 Agnes Rd. Suite 200, Knoxville, TN 37919

RIA

CRD#: 336397

KNOXVILLE, TN

Past

August 20, 2024 - June 26, 2025

ELEVATION CAPITAL ADVISORY

RIA

CRD#: 171473

BEND, OR

Past

December 3, 2019 - December 31, 2023

ELEVATION CAPITAL ADVISORY

RIA

CRD#: 171473

BEND, OR

Past

May 7, 2018 - August 1, 2019

ELEVATION CAPITAL ADVISORY

RIA

CRD#: 171473

Bend, OR

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

Oregon
(8/25/2025)

IAR

Tennessee
(6/27/2025)

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

Current Firm

OPPNA WEALTH LLC

CRD#: 336397 / SEC#:

Oregon

Registered Investment Advisory firm - (8/25/2025 Approved)

Tennessee

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

116 Agnes Rd. Suite 200, Knoxville, TN 37919

Mailing Address

Phone number

(865) 214-6577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Derrick J. Hanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derrick Joel Hanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPPNA WEALTH LLC

ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY

State Registrations and Notice Filings

Exams

Current Firm

OPPNA WEALTH LLC

Contact information

Documents

Red Flags

Company Information

OPPNA WEALTH LLC

TRUST BUT VERIFY

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