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Derek Wulff

Investment Adviser Representative at NAVISTA WEALTH MANAGEMENT, INC.

Minnetonka, MNCRD #6900343Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Minnesota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/14/2025
Series 7
General Securities Representative Examination
Passed 4/15/2024
SIE
Securities Industry Essentials Examination
Passed 11/15/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $2,000,0000.95%
$2,000,001 to $3,000,0000.75%
$3,000,001 to $5,000,0000.65%
$5,000,001 to $10,000,0000.50%
Over $10,000,000
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navista Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVISTA WEALTH MANAGEMENT, INC.Current
11/11/2025Minnetonka, MN
CABOT LODGE SECURITIES LLC
10/11/202410/31/2025Minnetonka, MN
RAYMOND JAMES FINANCIAL SERVICES, INC.
4/15/202410/4/2024Minneapolis, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NAVISTA WEALTH MANAGEMENT, INC.

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View NAVISTA WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Wulff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Derek Wulff - Financial Advisor in Minnetonka, MN | AdvisorFinder