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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst12 years in industry

DEREK F HAGEN

Advisor at ROOT FINANCIAL PARTNERS

Minnetonka, MN | AUSTIN, TX

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Search this name across graphsid dfx:ria:3ce6b4e2-e386-94c8-6754-94f5bb7d87e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROOT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 28, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Mar 28, 2014
Dual registered: no
IAPD individual key: 5927577

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROOT FINANCIAL PARTNERS	Independent wealth	Jun 2, 2026	n/a	yes	AUSTIN, TX\|Minnetonka, MN	Current employment
FLOURISH WEALTH MANAGEMENT INC.	Independent wealth	Dec 1, 2017	May 7, 2018	no	Edina, MN	Previous registration
FIRESIDE FINANCIAL	n/a	May 2, 2017	Nov 30, 2017	no	MINNETONKA, MN	Previous registration
MARQUETTE WEALTH MANAGEMENT	Independent wealth	Mar 29, 2016	May 22, 2017	no	MINNEAPOLIS, MN	Previous registration
MARQUETTE ASSET MANAGEMENT	Former SEC adviser	Mar 28, 2014	Feb 5, 2016	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FLOURISH WEALTH MANAGEMENT INC.	ROOT FINANCIAL PARTNERS	May 7, 2018	Jun 2, 2026	2,948	Firm change after gap	RIA to RIA
FIRESIDE FINANCIAL	FLOURISH WEALTH MANAGEMENT INC.	Nov 30, 2017	Dec 1, 2017	1	Firm change	Other
MARQUETTE WEALTH MANAGEMENT	FIRESIDE FINANCIAL	May 22, 2017	May 2, 2017	-20	Firm change	Other
MARQUETTE ASSET MANAGEMENT	MARQUETTE WEALTH MANAGEMENT	Feb 5, 2016	Mar 29, 2016	53	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104833:282482:MN:2016-02-05	Feb 5, 2016	Mar 29, 2016	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (5)

→ ROOT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ FLOURISH WEALTH MANAGEMENT INC.Registered adviserregistration: previous registration
Dec 1, 2017 to May 7, 2018factForm ADV
→ FIRESIDE FINANCIALRegistered adviserregistration: previous registration
May 2, 2017 to Nov 30, 2017factForm ADV
→ MARQUETTE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 29, 2016 to May 22, 2017factForm ADV
→ MARQUETTE ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 28, 2014 to Feb 5, 2016factForm ADV

Dated events

No dated event names this entity yet.