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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Health Solutions | Minnetonka | MN | 04/2017 | 08/2024 |
| Meaningful Money | Minnetonka | MN | 04/2017 | Present |
| Money Quotient | Portland | OR | 08/2024 | 05/2026 |
| Root Financial Partners | Austin | TX | 05/2026 | Present |
| Marquette Asset Management, Llc | Minneapolis | MN | 11/2015 | 04/2017 |
| Fireside Financial Llc | Minnetonka | MN | 05/2017 | 11/2017 |
| Flourish Wealth Management Inc. | Edina | MN | 11/2017 | 04/2018 |
Derek writes a weekly personal finance blog (Meaningful Money) focused on the psychological and philosophical dimensions of financial planning and meaningful lives such as values clarification, life purpose, and behavioral finance. The content is educational in nature and tangentially related to investment topics but does not constitute as investment advice. He is not compensated for this activity. He estimates approximately 0 hours per month during trading hours and 5-6 hours per month outside of trading hours.
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