LPL Financial
28yrs
Top advisor by experience in Sun Prairie
11yrs
Derrick Michael Meier
Financial advisor at LPL Financial
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 54% of advisors in Sun Prairie
Office186 S City Station Dr., Sun Prairie, WI 53590
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2018 – 2022U.s. Bancorp Investments, Inc.Previously
- 2015 – 2018Thrivent Investment Management Inc.Previously
Questions to ask Derrick
Tailored to Derrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derrick
How do I contact Derrick?
Call LPL Financial at 704-733-3300 and ask for Derrick Michael Meier. Derrick works from the Sun Prairie, WI office.
How long has Derrick been a financial advisor?
Derrick has been in the industry since 2015, about 11 years. More experience than 54% of advisors in Sun Prairie.
What licenses does Derrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Derrick a fiduciary?
Derrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Derrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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