Derek Bartle
Derek Bartle is the Managing Director of Heck Capital. Derek is responsible for firm-wide leadership and strategy at Heck Capital. He brings over 15 years of experience in wealth management, financial strategy, and senior leadership. Prior to joining Heck Capital, Derek served as market leader at U.S. Bank Wealth Management, leading the firm’s largest market, managing $6 billion in assets and 45 financial advisors.
Throughout his career, Derek has led enterprise-wide strategic initiatives focused on leveraging technology, improving client experience, and driving operational efficiency. He is passionate about building high-performing teams that put clients at the center of everything.
Derek earned his Bachelors of Business Administration degree in Finance from the University of Wisconsin – Oshkosh. He passed numerous FINRA securities licenses including, Series 7, 24, 52, 53, 63 and 65.
In the community, Derek serves on the Board of Directors for the American Heart Association. Derek and his wife live in Delafield with their daughters. Derek and family enjoy time outdoors, embracing every season Wisconsin has to offer.
Heck Capital Advisors Start Date:
8/11/25
Education
UW-Oshkosh – BBA Finance
What do you enjoy most about working at Heck Capital Advisors?
I value being part of a team that continuously challenges one another to be better. At Heck Capital, we set a high bar and collaborate openly – a combination that consistently drives meaningful results for the clients we serve.
What is the most rewarding part of your position?
The most rewarding part of my role is working with a team that’s fully aligned around one goal: delivering the best possible outcomes for our clients.