Derek Lemke has been an investment adviser representative at Ellis Investment Partners since January 2015, and is not listed among the firm’s executive officers or direct owners. Derek Lemke holds a Bachelor's Degree in Aviation Science & International Studies from Salem International University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
Derek A. Lemke is Financial Planning & Portfolio Consultant of Ellis Investment Partners, LLC, where he provides financial planning and investment management services, uses the eMoney Advisor platform to help clients with complex financial planning situations, and takes part in the firm's Investment Committee meetings. He began his career as a commercial pilot and entered the financial services industry in January 2002.
Derek Lemke’s longest registration is the current one, 11 years at Ellis Investment Partners since 2015. Before joining Ellis Investment Partners in 2015, Derek Lemke was registered through Esi Financial Advisors.
- – present · 11 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Esi Financial Advisors– · 11 yearsMedia, PA · Adviser representative · Firm CRD 265
Professional designations
Listed by Ellis Investment Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Derek Lemke is registered as an investment adviser representative in Pennsylvania, since January 2015.
- PennsylvaniaSince 30 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 September 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 February 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derek Allen Lemke
- CRD
- 4499667
- Firm
- Ellis Investment Partners · CRD 157669
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does Derek Lemke work?
Derek Lemke is an investment adviser representative registered through Ellis Investment Partners, LLC since January 2015, and is not listed among the firm’s executive officers or direct owners.
Is Derek Lemke a financial advisor?
Yes. Derek Lemke has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since January 2015.
How many years of experience does Derek Lemke have?
Derek Lemke has 23 years in the financial industry, since August 2003, across 2 adviser firms.
What exams has Derek Lemke passed?
Derek Lemke has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in February 2002. FINRA credited Derek Lemke with the SIE, which began in October 2018.
Where is Derek Lemke based?
Derek Lemke’s registered office is in Berwyn, PA.
Is Derek Lemke registered with FINRA?
No. Derek Lemke has no current broker registration.
Is Derek Lemke a CFP?
Ellis Investment Partners lists Derek Lemke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Derek A. Lemke biography, ellisinvestmentpartners.com
How can I verify Derek Lemke’s record?
Search CRD 4499667 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Lemke’s full registration record.
