;
Broker Check
Derek ShaverWealth Advisor, AIF®

Derek Shaver
Wealth Advisor, AIF®

New Ulm, MN and Fairmont, MN

Schedule a Meeting

EXPERIENCE

      • Financial Planning
      • Asset Management
      • Estate Planning
      • Business Planning

EDUCATION

      • 14 years of financial industry experience

REGISTRATIONS AND LICENSES

      • FINRA Series 7 registration held through LPL Financial — General securities representative
      • FINRA Series 63 registration held through LPL Financial — Uniform securities state law
      • FINRA Series 66 registration held through LPL Financial — Uniform combined state law
      • MN Producer — Life and Health

CREDENTIALS

      • Accredited Investment Fiduciary®

COMMUNITY SERVICE

      • State Street Theater Company Board Member

“I enjoy a team atmosphere, so that’s how I work with my clients. We discuss goals, and every decision is made together.”

START INVESTING ONLINE

Enjoy the transparency of an online investing platform with access to a personal advisor.

Get Started with Guided Wealth Portfolios´╗┐

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.


All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Let Me Know How I Can Help