Derek Mcshane Bartle
Professional Summary
Derek Mcshane Bartle, who also goes by Derek Bartle, is a registered financial advisor currently at HECK CAPITAL ADVISORS, LLC located in Milwaukee, Wisconsin. Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Derek has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 6, Series 53, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Derek Bartle
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS
Contact Information
Main Address
15 East Anderson Street, Rhinelander, WI 54501Mailing Address
Po Box 738, Rhinelander, WI 54501Phone Number
(715) 361-1500# of Employees
30SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,004AUM (Assets Under Management)
$11,311,723,809Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
H CONSULTING, LLC | HECK CAPITAL ADVISORS, LLC | HECK CAPITAL ADVISORS
State Registrations and Notice Filings
(8/21/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Nov 2022About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2012About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2019About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Derek Mcshane Bartle's CRS (Customer Relationship Summary).
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