Derek William Wiitala

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 05/2019
  University Of Wisconsin-Madison
  Madison, WI
• 05/2019 → 10/2023
  Reinhart Partners
  Mequon, WI
• 10/2023 → 11/2024
  Isthmus Partners
  Madison, WI
• 11/2024 → 11/2025
  Derek Wiitala
  Madison, WI
• 11/2025 → Present
  Endeavr Financial Planning & Wealth Management
  Minnetonka, MN

Other Businesses

1 - Endeavr Financial Planning & Wealth Management - 11/2025 - Investment Advisory and planning services - Ops Manager - 160 hr/month - 601 Carlson pkwy, suite 925 Minnetonka MN 55305 2 - Great Valley Advisor Group - 11/2025 - Registered Investment Advisor - OSJ

Designations

• Chartered Financial Analyst

Other Names

• Derek W Wiitala
• Derek Wiitala