DERICK LIWANAG, CRPC®

Senior Financial Advisor

Senior Vice President - Investment Officer

Address: 6550 South Millrock Drive, SUITE 100 , Holladay , UT 84121
Call: 801-947-4131  |  800-966-0187    Fax: 801-943-0893
Email: derick@wfadvisors.com Compose mail in a new window

My Background

DERICK LIWANAG, CRPC<br/>Senior Financial Advisor<br/>First Vice President - Investment Officer<br/><br/>Our team mission is to empower individuals, families, and businesses to achieve financial clarity and long-term confidence through personalized, and objective financial guidance. We are committed to building generational relationships based on trust, transparency, and integrity, while helping clients make informed decisions that align with their values and goals.<br/><br/>Before joining Wells Fargo Advisors in 2009, I was a proud member of the United States Air Force. In 1999, I made a transition and became the Vice President of Marketing for a Utah Based Company. Having over 29 years of investing experience and over 19 years of hedging strategies, I decided to move forward as a Financial Advisor with Wells Fargo Advisors.<br/><br/>Away from the office I am a recreational golfer and an avid entrepreneur. The most important part of my life is spending quality time with my family. My wife Jessica and I reside in the beautiful state of Wyoming, while our daughters Kaiya and McKenna attend the University of Utah.<br/><br/>(Series 7, 66 Registered - CRPC - Financial Advisor - Insurance Licensed in CA (Lic. 0H05655) Resident State: WY

My Associate(s): COREE SULLIVAN, Senior Registered Client Associate ; MCKENSIE SWENSEN, Client Associate

My Experience

  • 2009 - Present : Wells Fargo Advisors, Financial Advisor
  • 2006 - 2009 : Spread Trade Systems, Educational Specialist
  • 1999 - 2006 : Stake Center Locating, VP of Marketing
  • 1994 - 1996 : United States Air Force

My Education & Credentials

  • Fundamental Choice Portfolio Manager
Securities Registered in the following states: AZ, CA, CO, DE, FL, GA, ID, IL, IN, LA, MT, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
Insurance licensed in the following states: CA (Lic. # 0H05655) Resident State: UT
DERICK LIWANAG: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Utah : Holladay Branch