Stifel, Nicolaus & Company
38yrs
Top advisor by experience in Baxter
28yrs
Shawn Derby
Financial advisor at Wells Fargo Advisors
Shawn Derby is a fiduciary financial advisor in Baxter, Minnesota, with 28 years in the industry. Shawn joined Wells Fargo Advisors in 2025, after six years at Wells Fargo Investments. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 28 advisors with offices in Baxter, and one of 24 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Baxter
Office7119 Forthum Rd Suite 106 [Office Of Convenience], Baxter, MN 56425
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2011Wells Fargo Investments, LLCPreviously
Contact Shawn
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Shawn. 7119 Forthum Rd Suite 106 [Office Of Convenience]Baxter, MN 56425Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Shawn
Tailored to Shawn’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shawn
How do I contact Shawn?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Shawn Derby. Shawn works from the Baxter, MN office.
How long has Shawn been a financial advisor?
Shawn has been in the industry since 1998, about 28 years. Top 18% by experience in Baxter.
What licenses does Shawn hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shawn a fiduciary?
Shawn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shawn paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Shawn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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