Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Derek Hicks

  • Senior Wealth Advisor
  • CLA Minneapolis
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

B.S. Accounting, Magna Cum Laude, Pepperdine University (Malibu, CA), 2005

Graduated from Breck High School (Golden Valley, MN) in 2001

Overview

11 years providing personal financial planning, investment advisory for individual and institutions, retirement planning including qualified and non-qualified plans, insurance/risk management, and succession planning for business owners.

2 years in public accounting, gaining CPA certification.

Hold CFA and CFP designations, Series 63,65,7 licensed, life/accident/health licensed insurance agent.

Upcoming speaking engagements

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Resources and event materials

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In the community

AICPA, MNCPA, FPA of MN, CFA Institute, CFA MN