Derek Shaver

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Derek Shaver - Wealth Advisor, AIF®

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Derek Shaver, New Ulm Financial Planner Contact me
P: 800.662.8756
F: 507.354.8816


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

Expertise

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

Education/Experience

  • 14 years of financial industry experience

Credentials

  • Accredited Investment Fiduciary®

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

Interests

What I do for fun:  Fish, golf, read, and spend time with family
Favorite movie: Wall Street
Food I can’t live without: Sushi
Favorite time of year: Summer

 

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Derek Shaver’s Service Locations