Derek Wulff has been an investment adviser representative at Navista Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Navista Wealth Management, Inc. is a Minnetonka, MN firm with $710M under management, 402 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- – present · under a yearMinnetonka, MN · Adviser representative · Firm CRD 332373
Investment adviser representative registrations
Derek Wulff is registered as an investment adviser representative in Minnesota, since November 2025.
- MinnesotaSince 11 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 February 2025 |
| Series 7TO | General Securities Representative Examination | 15 April 2024 |
| SIE | Securities Industry Essentials Examination | 15 November 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6900343
- Firm
- Navista Wealth Management · CRD 332373
- Office
- 10900 WAYZATA BLVD., SUITE 720, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Derek Wulff work?
Derek Wulff is an investment adviser representative registered through Navista Wealth Management, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Derek Wulff a financial advisor?
Yes. Derek Wulff has a current investment-adviser registration in Minnesota, through Navista Wealth Management since November 2025.
How many years of experience does Derek Wulff have?
Derek Wulff has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Derek Wulff passed?
Derek Wulff has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2023.
Where is Derek Wulff based?
Derek Wulff’s registered office is in Minnetonka, MN.
Is Derek Wulff registered with FINRA?
No. Derek Wulff has no current broker registration.
How can I verify Derek Wulff’s record?
Search CRD 6900343 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Wulff’s full registration record.
