When not working, you’ll probably find Derek outside cooking on his Big Green Egg, out on a morning walk, or camping.

Derek Hartman

Investment Trading Specialist

952-236-1755

AREAS OF EXPERIENCE

Financial Planning
Risk Management
Investments
Insurance
Retirement Planning

PROFESSIONAL MEMBERSHIPS

DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial

EDUCATION + CREDENTIALS

B.S., Management –  College of St. Scholastica
Series 7 FINRA – License for general securities (stocks, bonds, mutual funds, ETF)1
Series 66, Uniform Combined State Law Examination
Chartered Retirement Planning (CRPC)

1Licenses held with LPL Financial 

Connected, Proactive + Accessible®
Professional

Connected, Proactive + Accessible® Professional

Staff Contact

Preferred Method of Contact