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Our financial advice team


Derrick Wells, Financial Advisor serving the Mount Vernon, IN area - Ameriprise Advisors

Derrick Wells

MBA, AAMS, CLTC®, CRPC

Financial Advisor

Franchise Owner
TruPointe Financial Advisors

An Ameriprise Platinum Financial Services® Advisor

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CLTC® Certified Long Term Care
  • CRPC™ Chartered Retirement Planning Counselor™
  • MBA Masters of Business Administration

Education

  • MBA, University of Southern Indiana, 2017
  • BA in Business Admin and Economics, Kentucky Wesleyan College, 1998

Awards & recognition

  • Ameriprise Circle of Success, 2020

Previous experience

  • Financial Advisor, Edward Jones, Mount Vernon, IN, 1998-2015

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Mount Vernon Kiwanis
  • Greater Mount Vernon Association (board member)

Interests

  • Spending time with my kids
  • Golf
  • Skiing
  • Running
  • Football