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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-10 |
Branch Locations
601 Carlson Parkway, Suite 925, Minnetonka, MN 55305 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin-Madison | Madison | WI | 09/2014 | 05/2019 |
| Reinhart Partners | Mequon | WI | 05/2019 | 10/2023 |
| Isthmus Partners | Madison | WI | 10/2023 | 11/2024 |
| Derek Wiitala | Madison | WI | 11/2024 | 11/2025 |
| Endeavr Financial Planning & Wealth Management | Minnetonka | MN | 11/2025 | Present |
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
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