Kelly Hene, financial advisor Elmhurst IL

Kelly Hene

CRD Number: 3257978
Current Firm: Lasalle St. Investment Advisors, LLC

Kelly Hene (CRD# 3257978) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 24 years of experience in the finance industry. Kelly Hene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lasalle St. Securities, LLC Elmhurst, IL Mar 2012 - Current 12
Lasalle St. Investment Advisors, LLC Elmhurst, IL Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Kelly D. Hene
Phone Number: 630-600-0500
Registered State(s):
  • IL
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    2,728
    MILLIONS
  • Total Number of Accounts
    8,533
    ACCOUNTS
  • Average Account Value
    $319,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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