Derek Ready - Director of Client Planning - Center National Bank - Plymouth MN

Derek Ready - Director of Client Planning - Center National Bank - Plymouth MN

CRPC

Phone: 612-435-0040 / Toll Free 855-821-8860
E-mail:
 

I have been in the finance industry working with clients as an advisor since 2008. Through my experience, I’ve learned the value of taking a comprehensive approach toward helping clients and am passionate about making sure they’re financially sound from a holistic standpoint, rather than just one aspect of their financial picture. When you engage in Financial Planning Services with me, I serve as a fiduciary for you. I believe you deserve the highest standard of care when it comes to your financial planning relationship. My goal is to empower meaningful change in the personal and financial lives of my clients.

My experience comes with a focus on overall financial planning, wealth management and investment strategies, pre-retirement planning, retirement plan distributions and income strategies, as well as protection opportunities. Within those strategies comes a wealth of product experience suited to help you fulfill your financial goals.

I joined Diversified Wealth Management in 2014 for an opportunity to better service clients through an independent channel where I am free to choose the products and services that address my clients’ needs because of the absence of proprietary products. This commitment to objective, conflict-free financial advice helps to preserve the integrity of my advice.

I am originally from Wisconsin and am an avid Wisconsin sports fan. After graduating from the University of Wisconsin - Eau Claire, I moved to the Minneapolis, MN area to start my career. I currently reside in Maple Grove, MN with my wife, Shelly, and two beautiful children, Ethen and Kenzie. I enjoy keeping active by playing in volleyball and softball leagues, as well as rock climbing. I have an interest in photography, and get involved in the community through events such as Habitat for Humanity and charitable walks/races.

Licenses and Designations:

I am licensed to discuss and/or transact business with residents in the states of MN, WI, AZ, CA, IA, ID, NM, NV, OR, and WA.

Series 7

Series 63

CRPC ® - Chartered Retirement Planning Counselor