Derek Anthony Beiter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2020
  Wells Fargo Invstment Institute, Inc
  St. Louis, MO
• 02/2016 → 06/2017
  Global Alternative Investment Services, Inc
  St. Louis, MO
• 02/2023 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 08/2021 → 09/2021
  Frank Leta Automotive
  O'FAllon, MO
• 08/2021 → 12/2021
  Fontbonne University
  St. Louis, MO
• 08/2022 → 12/2022
  University Of Missouri - St. Louis
  St. Louis, MO
• 01/2020 → 12/2024
  University Of Missouri - St. Louis
  St. Louis, MO
• 09/2021 → Present
  Independent Contractor
  Ballwin, MO

Previous Registrations

• 2007-10-04 → 2014-11-20
  Edward Jones
  St. Louis, MO
• 2007-09-21 → 2007-10-02
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
• 2006-09-26 → 2007-09-19
  Gallatin Asset Management, Inc.
  St. Louis, MO

Other Businesses

1) 09/11/2025 - Business Owner - Not Investment Related - Home Based - Start Date:03/11/2024 - 10 Hrs/Mth - 0 Hrs During Trading. 2) 9/11/25- Uber- Outside/W-2 Employment - Driver - Non-inv. Related- Ballwin, MO - start date 9/22/2023- 20hrs/mth - 0hrs during trading 3) 9/11/25- Derek Beiter Consulting LLC- Business Entity For Tax/Investment Purposes Only- sole member/owner -Non-Inv. Related- Ballwin, MO - start date 6/9/22 - 0hrs/0 hrs during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-01-16

Designations

• Chartered Financial Analyst

Other Names

• Derek A Beiter