Derek Wulff
Investment adviser representative at Navista Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$709.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Navista Wealth Management, Inc.Oct 2024 to now
- Bjork Financial Services, Inc.Dec 2022 to now
- Cabot Lodge Securities LLCOct 2024 to Oct 2025
- Birch Cove Group, Ltd.Dec 2022 to Sep 2024
- Raymond James Financial Services, Inc.Dec 2022 to Sep 2024
- Wells FargoFeb 2021 to Dec 2022
- ActivisionJul 2019 to Feb 2021
- Thrivent Mutual FundsJan 2018 to Jul 2019
- TargetAug 2017 to Jan 2018
- UnemployedMay 2017 to Aug 2017
- University of Wisconsin-madisonSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Navista Wealth Management, Inc.
$709.6MAssets managed
402Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900343
- Firm CRD
- 332373