Lasalle St. Investment Advisors, LLC

Lasalle St. Investment Advisors, LLC (CRD# 109701) is a financial advisory firm headquartered in Elmhurst, IL. They manage $873,939,994 in 2,859 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    874
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lasalle St. Investment Advisors, LLC
Showing 1 - 10 of 90 top financial advisors.
1
James C. Baldwin
CRD#: 4487687
940 N. Industrial Dr., Elmhurst, IL 60126
96
Wealthminder
score

James Baldwin (CRD# 4487687) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 12 years of experience in the finance industry.

2
Jason H. Frank
CRD#: 2726478
6223 Constitution Drive, Fort Wayne, IN 46804
96
Wealthminder
score

Jason Frank (CRD# 2726478) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Fort Wayne, IN and has over 20 years of experience in the finance industry. Jason Frank 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.

3
Gina M. Gallo
CRD#: 2351354
3188 Suntree Blvd, Rockledge, FL 32955
96
Wealthminder
score

Gina Gallo (CRD# 2351354) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Rockledge, FL and has over 21 years of experience in the finance industry. Gina Gallo 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.

4
Kelly D. Hene
CRD#: 3257978
940 N. Industrial Dr., Elmhurst, IL 60126
96
Wealthminder
score

Kelly Hene (CRD# 3257978) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Elmhurst, IL and has over 17 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.

5
Tamara L. Hubert
CRD#: 2097202
14550 Excelsior Blvd, Minnetonka, MN 55345
96
Wealthminder
score

Tamara Hubert (CRD# 2097202) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Minnetonka, MN and has over 23 years of experience in the finance industry. Tamara Hubert 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.

6
Marcy A. Kelly
CRD#: 2411817
1916 S Crain Highway, Suite 18, Glen Burnie, MD 21061
96
Wealthminder
score

Marcy Kelly (CRD# 2411817) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Glen Burnie, MD and has over 21 years of experience in the finance industry. Marcy Kelly 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.

7
Thomas W. Lind
CRD#: 3102938
1109 W Macarthur Ave, Eau Claire, WI 54701
96
Wealthminder
score

Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 18 years of experience in the finance industry. Thomas Lind 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.

8
Mark G. Miracle
CRD#: 707980
978 Conner St, Noblesville, IN 46061
96
Wealthminder
score

Mark Miracle (CRD# 707980) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Noblesville, IN and has over 17 years of experience in the finance industry.

9
Dwight L. Pigg
CRD#: 3120538
26113 North 11th Ave, Canton, IL 61520
96
Wealthminder
score

Dwight Pigg (CRD# 3120538) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Canton, IL and has over 18 years of experience in the finance industry. Dwight Pigg 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.

10
Lawrence D. Rolland
CRD#: 1613100
201 W Sycamore, Kokomo, IN 46901
96
Wealthminder
score

Lawrence Rolland (CRD# 1613100) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Kokomo, IN and has over 29 years of experience in the finance industry. Lawrence Rolland 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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