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Derek James Hartleip

LPl Financial LLC

Lacrosse, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-06-01
  • WI RA
    APPROVED
    Since 2026-06-01

Branch Locations

2715 Losey Blvd South, Lacrosse, WI 54601 • 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
Altra Fcu La Crosse WI 07/2023 Present
Altra Fcu Onalaska WI 12/2020 07/2023
Aflac Holmen WI 08/2020 12/2020
Pischke Motors Of La Crosse La Crosse WI 05/2018 08/2020
Premier Fitness And Wellness La Crosse WI 04/2017 09/2018
Russ Davis Wholesale La Crosse WI 11/2015 06/2017
Uw - La Crosse La Crosse WI 08/2015 05/2020
Lpl Financial Llc La Crosse WI 07/2023 Present
  • 07/2023 → Present
    Altra Fcu
    La Crosse, WI
  • 12/2020 → 07/2023
    Altra Fcu
    Onalaska, WI
  • 08/2020 → 12/2020
    Aflac
    Holmen, WI
  • 05/2018 → 08/2020
    Pischke Motors Of La Crosse
    La Crosse, WI
  • 04/2017 → 09/2018
    Premier Fitness And Wellness
    La Crosse, WI
  • 11/2015 → 06/2017
    Russ Davis Wholesale
    La Crosse, WI
  • 08/2015 → 05/2020
    Uw - La Crosse
    La Crosse, WI
  • 07/2023 → Present
    Lpl Financial Llc
    La Crosse, WI
Other Businesses

1. 08/2025 - Notary - Notary - Investment Related - 01 Hrs/Mth - 00 Hrs During Trading - La Crosse, WI 54601 - OBA Start date: 01/15/2025 2. 08/2025 - Altra Federal Credit Union - Financial Institution Duty - Investment Related - 160 Hrs/Mth - 100 Hrs During Trading - La Crosse, WI 54601 - OBA Start date: 12/14/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-29
  • S66 Uniform Combined State Law Examination
    2026-05-29
Other Names
  • Derek Hartleip

View on SEC IAPD

Other Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
U.S. BANCORP ADVISORS, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
IDEA FUND VENTURE MANAGEMENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

Michael Richard Key McClernon
Wendy Jane DeChambeau
Michael John Rehn
WILLIAM ALLEN PRITCHARD
KEVIN ANDREW MCLAIN
BREANNA RAE MALIN
Adam John Jaehnke
Paul Brian Skarie

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LA CROSSE, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LA CROSSE, WI
U.S. BANCORP ADVISORS, LLC · Lacrosse, WI
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · LA CROSSE, WI
IDEA FUND VENTURE MANAGEMENT, LLC · LA CROSSE, WI
EDWARD JONES · LA CROSSE, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · La Crosse, WI
LPL FINANCIAL LLC · LA CROSSE, WI

More in Lacrosse, WI

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