Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Mcshane Bartle is an Investment Advisor Representative at U.S. Bancorp Investments, Inc. Derek has 10 years of experience in the financial services industry. Derek holds the Series 6, 7, 24, 26, 52, 53, and 63 licenses as well as the SIE exam certification. Derek is a registered representative in Wisconsin. Derek also serves on the Board of Directors for the American Heart Association. Derek's prior firm was WELLS FARGO ADVISORS, LLC. Derek specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
08/18/2015 - Present
U.s. Bancorp Investments, Inc. (Sussex WI)
WI
07/06/2012 - 09/12/2013
WELLS FARGO ADVISORS, LLC (MEQUON WI)
IA
Issued 08/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/08/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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