Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
2yrs
Derek Wulff
Financial advisor at Navista Wealth Management
Derek Wulff is a fiduciary financial advisor in Minnetonka, Minnesota, with 2 years in the industry. Derek joined Navista Wealth Management in 2025, a firm offering financial planning and investment management. Navista Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.74 million
Advisors at the firm4
States licensed ?1 state
Services through Navista Wealth Management
Financial planningInvestment management for individuals and small businesses
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowNavista Wealth Management, Inc.Current firm
Contact Derek
(612) 315-2400Navista Wealth Management main office 10900 Wayzata Blvd. Suite 720Minnetonka, MN 55305Office · Get directions Firm websitenavistawealth.com
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 Derek
How do I contact Derek?
Call Navista Wealth Management at (612) 315-2400 and ask for Derek Wulff. Derek works from the Minnetonka, MN office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Derek hold?
Series 66. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Navista Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derek 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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