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Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Lasalle St. Investment Advisors, L.L.C.

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-10
MD RA APPROVED 2021-03-29
  • VA RA
    APPROVED
    Since 2024-01-10
  • MD RA
    APPROVED
    Since 2021-03-29

Branch Locations

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

809 Gleneagles Ct Suite 112, Baltimore, MD 21286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chesapeake Financial Management Baltimore MD 12/2002 Present
  • 12/2002 → Present
    Chesapeake Financial Management
    Baltimore, MD
Other Businesses

CHESAPEAKE FINANCIAL MANAGEMENT ASSOCIATES, INC.- A TAX PREPARATION AND ACCOUNTING FIRM EMPLOYEE; CFMA LLC - CPA data analytical service, Co-Trustee Joan M.Imhoff Revocable Trust - Mother's Trust

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-24
  • S63 Uniform Securities Agent State Law Examination
    2004-08-24
Designations
  • Personal Financial Specialist

View on SEC IAPD

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