Derek Brown AEP®RICP®CFP®ChFC® in

Derek Brown AEP®RICP®CFP®ChFC®

Login to view DISC.
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.

Read the full overview →
Experience
14 Years
Current Role
Partner & Wealth Management Advisor
Location
Minneapolis, Minnesota, United States
Personality Overview

How Derek shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
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.
+4 more topics Login to view topics
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
See now
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Amanda ackerson
Amanda ackerson
Senior Project Manager
Lawn Medics Landscaping and Irrigation LLc
 Kaleb Weston
Kaleb Weston
Digital Platforms Junior Developer
Milwaukee Bucks Inc.
 Hannah Compton
Hannah Compton
Marketing Strategy Associate, Single-Family
Fannie Mae
 Kelle Parker
Kelle Parker
Manager
Chuck Ryan Cars, Inc.
Unlock the full playbookSee exactly how to sell to Derek. Free, 10 seconds.