David Lacroix

from Entasis Asset Management LLC
SEC regulated
Regulated Investment Advisor
David Lacroix is a financial advisor based in Wisconsin, Brookfield, with 28 years of experience. David currently works for Entasis Asset Management LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Lacroix works at Entasis Asset Management LLC
Entasis Asset Management LLC is a financial advisory firm based in Brookfield, Wisconsin. It currently has approximately $112,655,480 of assets under management and employs about 4 people. Entasis Asset Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
200 S Executive Dr., Suite 101, Brookfield, Wisconsin, 53005

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