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Derrick John Bordeleau

Creative Planning

Overland Park, KS

Minneapolis, MN

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-09-04
  • MN RA
    APPROVED
    Since 2024-09-04

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Minneapolis, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwfs Equities, Inc Greenwood Village CO 02/2012 09/2019
Lockton Companies Llc Milwaukee WI 09/2019 12/2021
Lockton Financial Advisors, Llc Milwaukee WI 09/2019 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
Lockton Investment Advisors Milwaukee WI 11/2019 12/2021
  • 02/2012 → 09/2019
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 09/2019 → 12/2021
    Lockton Companies Llc
    Milwaukee, WI
  • 09/2019 → 12/2021
    Lockton Financial Advisors, Llc
    Milwaukee, WI
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 11/2019 → 12/2021
    Lockton Investment Advisors
    Milwaukee, WI
Previous Registrations
Other Businesses

Derrick Bordeleau; Not investment related; Milwaukee, WI; Rental Property; Landlord; Start 8/2024; 5hrs/month ; 0 hrs/month during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-16
S65 Uniform Investment Adviser Law Examination 2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2019-12-16
  • S65 Uniform Investment Adviser Law Examination
    2019-11-07
Other Names
  • Derrick Bordelean
  • Derrick Bordelean
  • Derrick Bordeleau

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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