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Derek Brown AEP®RICP®CFP®ChFC®

Derek Brown AEP®RICP®CFP®ChFC®

Bank Manager

Followers of Derek Brown AEP®RICP®CFP®ChFC®641 followers
location of Derek Brown AEP®RICP®CFP®ChFC®Minneapolis, Minnesota, United States

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  • Timeline

  • About me

    Partner & Wealth Manager-Park Street Advisors

  • Education

    • American College of Education

      -

    • St. Cloud State University

      2006 - 2010
      Bachelor of Science Finance/Psychology

  • Experience

    • TCF Bank

      Jan 2008 - Jun 2011
      Bank Manager

    • Park Street Advisors

      Apr 2011 - now
      Partner & Wealth Management Advisor

      My team and I spend the necessary time to understand what is important to our clients deep down in their hearts and then take a methodical approach to show them what is possible. Our expertise and areas of knowledge are particularly relevant to individuals with high variable compensation, closely held business owners, and people within 10 years of retirement or already retired.

    • Northwestern Mutual

      Apr 2011 - Feb 2020
      Financial Representative

  • Licenses & Certifications

    • Accredited Estate Planner (AEP)

      American College

    • CFP

      CFP Board

    • Chartered Financial Consultant

      American College

    • Retirement Income Certified Professional®

      The American College of Financial Services

  • Honors & Awards

    • Awarded to Derek Brown AEP®RICP®CFP®ChFC®
      2022 Forbes Best In State - -
    • Awarded to Derek Brown AEP®RICP®CFP®ChFC®
      Forum - Recognizes Northwestern Mutual's top 200 advisors around the country. Qualified 2018- 2022
    • Awarded to Derek Brown AEP®RICP®CFP®ChFC®
      Lions Award - Awarded to Northwestern Mutual's top local advisor with less than 10 years of experience. Awarded in 2017.
    • Awarded to Derek Brown AEP®RICP®CFP®ChFC®
      Lives Leader Summit Qualifier - Lives Leader Summit Qualifier from 2014-2017
    • Awarded to Derek Brown AEP®RICP®CFP®ChFC®
      Million Dollar Round Table Elgible - Million Dollar Round Table Elgible from 2012-2018

  • Volunteer Experience

    • Fundraising Volunteer

      Issued by Park Street Advisors
      Park Street AdvisorsAssociated with Derek Brown AEP®RICP®CFP®ChFC®

    • Volunteer

      Issued by United Way
      United WayAssociated with Derek Brown AEP®RICP®CFP®ChFC®

    • Fundraiser and Volunteer

      Issued by Masonic Childrens Hospital on Mar 2020
      Masonic Childrens HospitalAssociated with Derek Brown AEP®RICP®CFP®ChFC®

    • Volunteer

      Issued by Park Street Advisors on Mar 2020
      Park Street AdvisorsAssociated with Derek Brown AEP®RICP®CFP®ChFC®