Kirk Loomis, financial advisor Oklahoma City OK
93 score

Kirk Loomis

CRD Number: 3052369
Current Firm: Lasalle St. Investment Advisors, LLC

Kirk Loomis (CRD# 3052369) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Oklahoma City, OK and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St. Securities, LLC Elmhurst, IL Jun 2012 - Current 4
Morgan Stanley Smith Barney Oklahoma City, OK Dec 2008 - Jun 2012 3
Citigroup Global Markets Inc. Oklahoma City, OK Nov 2008 - Jun 2012 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Nov 1998 - Dec 2008 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Kirk A. Loomis
Phone Number: 630-600-0500
Registered State(s):
  • FL
  • OK
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    2,859
    ACCOUNTS
  • Average Account Value
    $305,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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