Karen Cady-Davis, financial advisor Rochester MN
93 score

Karen Cady-Davis

CRD Number: 3167528
Current Firm: Lasalle St. Investment Advisors, LLC

Karen Cady-Davis (CRD# 3167528) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Rochester, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St Securities, LLC Elmhurst, IL Jun 2013 - Current 3
Lasalle St Investment Advisors LLC Elmhurst, IL Jun 2013 - Current 3
Bullpen Trading LLC Rochester, MN May 2009 - Current 7
Northland Securities, Inc. Minneapolis, MN May 2009 - Jun 2013 4
Wachovia Securities, LLC Rochester, MN Jan 2008 - May 2009 1
Well Fargo Advisors Rochester, MN Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Waterloo, IA Feb 2001 - Jan 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Karen T. Cady-Davis
Phone Number: 630-600-0500
Registered State(s):
  • IA
  • VA
  • MN
  • TX
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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