Derek Bartle is a registered investment advisor at Heck Capital Advisors, LLC, based in Milwaukee, WI, with 11 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,160 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm does not directly manage investments. Instead, they connect you with a third-party portfolio manager. The fees you pay will depend on the specific manager you choose. The firm receives a portion of the fees paid to the portfolio manager.
Location
833 East Michigan Street, Suite 1460, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Derek serves on the Board of Directors for the American Heart Association, providing guidance to grow awareness. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Heck Capital Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.