James Steinbrenner, financial advisor Elmhurst IL

James Steinbrenner

CRD Number: 1225845
Current Firm: Lasalle St. Investment Advisors, LLC

James Steinbrenner (CRD# 1225845) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St Securities LLC Elmhurst, IL Feb 2019 - Current 5
Registered Advisor Elmhurst, IL Feb 2019 - Current 5
Steinbrenner Financial Group Wauwatosa, WI Dec 2014 - Current 9
Saxony Securities St Louis, MO Dec 2008 - Feb 2019 10
J Arthur Securities Corp Wauwatosa, WI Jan 2000 - Dec 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for James A. Steinbrenner
Phone Number: 630-600-0500
Registered State(s):
  • AR
  • IL
  • IN
  • KY
  • MI
  • NC
  • WI
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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