DP
CFP
DP
CFP

Derek Platt

10 Years of Experience
Plymouth, MN
Broker

Derek Platt is a CFP-designated registered investment advisor, based in Plymouth, MN, with 10 years of industry experience.

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
July 2021 - Present · 5 yrs
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLCBroker
July 2021 - June 2025 · 3 yrs 11 mos
Equitable Advisors, LLC
December 2017 - July 2021 · 3 yrs 7 mos
Equitable Advisors, LLCBroker
June 2015 - July 2021 · 6 yrs 1 mo
State Registrations16 states
ARAZCACOFLIDLANCNMNYOHOKPATXVAWA
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 Platt - Financial Advisor | TrueAdvisor