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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick John Bordeleau is a financial advisor with Creative Planning. Derrick has been in the financial services industry since 2012 and has experience working with individuals, families, and businesses. Derrick is a registered investment advisor in Illinois, Minnesota, and Wisconsin. He holds the Series 6, Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
12/19/2021 - Present
Creative Planning (Chicago IL)
WI
09/03/2019 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (MILWAUKEE WI)
WI
03/12/2012 - 09/03/2019
GWFS EQUITIES, INC. (Milwaukee WI)
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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