Derek Mitchell Wagner

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 08/2014 → 05/2018
  Tri-West Hendricks High School
  Lizton, IN
• 08/2018 → 05/2022
  Indiana University Southeast
  New Albany, IN
• 06/2018 → 07/2018
  Unemployed
  Pittsboro, IN
• 09/2017 → 04/2018
  Subway
  Pittsboro, IN
• 12/2018 → 01/2019
  Hendrickson's Trailer
  Lebanon, IN
• 04/2020 → 05/2020
  Automatic Distributors
  Indianapolis, IN
• 06/2021 → 07/2021
  Ollie's
  Henderson, KY
• 09/2021 → 12/2021
  Indiana University Southeast
  New Albany, IN

Other Businesses

Outside Employment; Northbound Solutions, LLC.; Financial advisor - Wealth Manager; Manage advisory business; 2900 E 96th St , , Indianapolis, IN, 46240; Investment-Related; 04/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24