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Current Employers
Navista Wealth Management, Inc.

10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-11
  • MN RA
    APPROVED
    Since 2025-11-11

Branch Locations

10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Mutual Funds Appleton WI 01/2018 07/2019
Target Brookfield WI 08/2017 01/2018
Unemployed Wauwatosa WI 05/2017 08/2017
University Of Wisconsin-Madison Madison WI 09/2016 05/2017
Unemployed Wauwatosa WI 08/2016 09/2016
Raymond James Financial Services Inc. Minneapolis MN 12/2022 03/2024
Activision Eden Prairie MN 07/2019 02/2021
Wells Fargo Minneapolis MN 02/2021 12/2022
Birch Cove Group, Ltd. Minneapolis MN 12/2022 09/2024
Raymond James Financial Services, Inc. Minneapolis MN 03/2024 09/2024
Navista Wealth Management, Inc. Minneapolis MN 10/2024 Present
Cabot Lodge Securities Llc Schaumburg IL 10/2024 10/2025
Bjork Financial Services, Inc. Minneapolis MN 12/2022 Present
Navista Wealth Management, Inc. Minneapolis MN 11/2025 Present
  • 01/2018 → 07/2019
    Thrivent Mutual Funds
    Appleton, WI
  • 08/2017 → 01/2018
    Target
    Brookfield, WI
  • 05/2017 → 08/2017
    Unemployed
    Wauwatosa, WI
  • 09/2016 → 05/2017
    University Of Wisconsin-Madison
    Madison, WI
  • 08/2016 → 09/2016
    Unemployed
    Wauwatosa, WI
  • 12/2022 → 03/2024
    Raymond James Financial Services Inc.
    Minneapolis, MN
  • 07/2019 → 02/2021
    Activision
    Eden Prairie, MN
  • 02/2021 → 12/2022
    Wells Fargo
    Minneapolis, MN
  • 12/2022 → 09/2024
    Birch Cove Group, Ltd.
    Minneapolis, MN
  • 03/2024 → 09/2024
    Raymond James Financial Services, Inc.
    Minneapolis, MN
  • 10/2024 → Present
    Minneapolis, MN
  • 10/2024 → 10/2025
    Cabot Lodge Securities Llc
    Schaumburg, IL
  • 12/2022 → Present
    Bjork Financial Services, Inc.
    Minneapolis, MN
  • 11/2025 → Present
    Minneapolis, MN
Other Businesses

(1) Bjork Financial Services, Inc., not investment related, Minneapolis, MN, payroll entity/S-Corp, employee, 12/2022, zero hours per month and zero hours during trading hours,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
  • S66 Uniform Combined State Law Examination
    2025-02-14
Other Names
  • Derek William Wulff

View on SEC IAPD

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