Alan Nadolna (CRD# 1021266) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Kenilworth, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpoint Advisor Group, Llc D/b/a The Associates Group | Kenilworth, IL | May 2018 - Current | 5 |
| Lpl Financial, LLC | Kenilworth, IL | Aug 2015 - Current | 8 |
| Associates In Financial Planning | Kenilworth, IL | Apr 1972 - Current | 52 |
| Alchemy Advisors, Llc D/b/a The Associates Group | Kenilworth, IL | Sep 2015 - Apr 2018 | 2 |
| Correll Company Investment Services Corp. | Hickory Hills, IL | May 1997 - Aug 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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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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