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David Daniel Lacroix

Entasis Asset Management LLC

Brookfield, WI

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Current Employers
Entasis Asset Management Llc

200 S Executive Dr. Suite 101, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-16
WI RA APPROVED 2018-01-19
IL RA APPROVED 2018-01-17
  • TX RA
    APPROVED
    Since 2019-08-16
  • WI RA
    APPROVED
    Since 2018-01-19
  • IL RA
    APPROVED
    Since 2018-01-17

Branch Locations

200 S Executive Dr. Suite 101, Brookfield, WI 53005 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cleary Gull Advisors Inc. Milwaukee WI 05/2016 12/2017
Entasis Asset Management Brookfield WI 01/2018 Present
  • 05/2016 → 12/2017
    Cleary Gull Advisors Inc.
    Milwaukee, WI
  • 01/2018 → Present
    Entasis Asset Management
    Brookfield, WI
Previous Registrations
  • 2016-05-25 → 2018-01-08
    Johnson Wealth Inc.
    Milwaukee, WI
  • 2002-06-07 → 2016-06-02
    Cleary Gull Inc.
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-15
S63 Uniform Securities Agent State Law Examination 1996-02-08
  • S65 Uniform Investment Adviser Law Examination
    2007-11-15
  • S63 Uniform Securities Agent State Law Examination
    1996-02-08

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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