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Derek Green

33 Years of Experience
Plymouth, MN
3 DisclosuresBroker

Derek Green is a registered investment advisor, based in Plymouth, MN, with 33 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2018
Closed-No Action
Regulatory
December 2012
Final
Customer Dispute
December 2001
Settled
Other Business Activities

Derek operates his LPL business under the DBA Wealth Enhancement Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wealth Enhancement Advisory Services, LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Titus Wealth Management
September 2016 - September 2022 · 6 yrs
LPL Financial LLC
December 1997 - December 2017 · 20 yrs
LPL Financial LLCBroker
January 1993 - June 2025 · 32 yrs 5 mos
State Registrations22 states
ALAZCACOCTFLIDINKSLAMAMONHNVNYORPASDTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Derek Green - Financial Advisor | TrueAdvisor