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Our financial advice team


Derek Wagner, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Derek Wagner

CFP®, APMA

Financial Advisor

PVA Wealth Advisors
2
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

  • Cash Flow Management Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Finance Indiana University Southeast

Awards & recognition

  • PVA Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • PVA Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

The PVA team volunteers every year at Second Helpings and Gleaners Food Bank.

Interests

I live in Pittsboro, the town I was raised in, but my fiance Chloe (Louisville native) and I will be married in September of 2025 and plan to move closer to Carmel. We are a very active duo that enjoys running, hiking, and traveling to the beach, mountains, and new destinations. We also love to read, spend time with friends and family, and find deals at Goodwill (one of us).

Honored to receive recognition

I’m excited to share that PVA Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures.