David Lacroix has been an investment adviser representative at Entasis Asset Management since January 2018, and is not listed among the firm’s executive officers or direct owners. David Lacroix holds an MBA from the University of Wisconsin-Madison and a BBA in Finance from the University of Wisconsin-Madison.
Entasis Asset Management LLC is a Brookfield, WI firm with $198M under management, 159 clients and 5 advisers in one office, as of its March 2026 filing.
David D. LaCroix is Senior Wealth Advisor at Entasis Asset Management, with more than 50 years of experience in the investment industry. Before joining Entasis, he worked at Cleary Gull Advisors and Cleary Gull Inc., where he most recently served as Vice President, Relationship Manager responsible for high net worth clients. Earlier, he held portfolio management and client relationship management positions with A.G. Edwards and M&I Capital Markets Group.
David Lacroix’s longest registration was 8 years at Cleary Gull Inc. (2007–2016). Before joining Entasis Asset Management in 2018, David Lacroix was registered through Cleary Gull Advisors Inc. and Cleary Gull Inc.
- Entasis Asset Management LLCCurrent– present · 8 yearsBrookfield, WI · Adviser representative · Firm CRD 282711
- Cleary Gull Advisors Inc.– · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 125557
- Cleary Gull Inc.– · 8 yearsMilwaukee, WI · Adviser representative · Firm CRD 45309
- Cleary Gull Inc.– · under a yearMilwaukee, WI · Adviser representative · Firm CRD 45309
Investment adviser representative registrations
David Lacroix is registered as an investment adviser representative in 3 states. The first approvals date from January 2018; the most recent is Texas, in August 2019.
- IllinoisSince 17 January 2018
- TexasSince 16 August 2019
- WisconsinSince 17 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1996 |
| Series 7 | General Securities Representative Examination | 5 February 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Daniel Lacroix
- CRD
- 2697242
- Firm
- Entasis Asset Management · CRD 282711
- Office
- 200 S EXECUTIVE DR., SUITE 101, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- entasisam.com
Where does David Lacroix work?
David Lacroix is an investment adviser representative registered through Entasis Asset Management LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Lacroix a financial advisor?
Yes. David Lacroix has a current investment-adviser registration in Illinois, Texas and Wisconsin, through Entasis Asset Management since January 2018.
How many years of experience does David Lacroix have?
David Lacroix has 24 years in the financial industry, since June 2002, across 3 adviser firms.
What exams has David Lacroix passed?
David Lacroix has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1996. FINRA credited David Lacroix with the SIE, which began in October 2018.
Where did David Lacroix work before Entasis Asset Management?
Before Entasis Asset Management, David Lacroix was registered through Cleary Gull Advisors Inc., May 2016 to January 2018; Cleary Gull Inc., August 2007 to June 2016; Cleary Gull Inc., June 2002 to June 2002.
Where is David Lacroix based?
David Lacroix’s registered office is in Brookfield, WI.
Is David Lacroix registered with FINRA?
No. David Lacroix has no current broker registration.
How can I verify David Lacroix’s record?
Search CRD 2697242 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lacroix’s full registration record.
