Derek Brown AEP®RICP®CFP®ChFC® in

Derek Brown AEP®RICP®CFP®ChFC®

Inquirer · DISC type cd
Partner & Wealth Management Advisor at Park Street Advisors
📍 Minneapolis, Minnesota, United States

Derek Brown is a Partner and Wealth Management Advisor at Park Street Advisors, specializing in financial strategy for business owners and retirees. Holding CFP and AEP certifications, he focuses on tax minimization and comprehensive planning. He is a multi-year recipient of the Forbes Best-in-State award for his work.

Residing in Minneapolis with his wife, Alex, their son, Parker, and their dog, Derek is an active and adventurous family man. He enjoys exploring the outdoors, trying new restaurants, traveling, and staying active through sports like golf, pickleball, and biking.

His favorite hobby is training in mixed martial arts, including boxing, jujitsu, and Muay Thai.

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Experience
14 Years
Current Role
Partner & Wealth Management Advisor
Location
Minneapolis, Minnesota, United States
Personality Overview

How Derek shows up

Demanding
Judgemental
ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Derek cares about

Business Exit Planning
Specializes in helping business owners create unified financial plans, especially those looking to exit their business in the next several years.
Retirement Income Strategy
Clients praise his specialized approach in creating well-thought-out plans that provide the confidence to transition into retirement.
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Career

Work history

4-2011
Partner & Wealth Management Advisor
Park Street Advisors
4-2011 - 2-2020
Financial Representative
Northwestern Mutual
6-2011
Bank Manager
TCF Bank
In the press

Media appearances

Derek Brown - Park Street Advisors | Northwestern Mutual. Featured in Forbes
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Education
2006 - 2010
Bachelor of Science
St. Cloud State University
Education details unavailable
American College of Education
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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