Jeffrey John Kinzler

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

Authority	Category	Status	Date
MN	RA	APPROVED	2025-05-29
NY	RA	APPROVED	2025-01-06
WA	RA	APPROVED	2024-11-19
OR	RA	APPROVED	2023-10-13
UT	RA	APPROVED	2023-06-06
CT	RA	APPROVED	2022-10-26
KS	RA	APPROVED	2022-10-21
IN	RA	APPROVED	2022-02-17
AZ	RA	APPROVED	2021-10-04
FL	RA	APPROVED	2021-08-30
CA	RA	APPROVED	2021-08-26
MT	RA	APPROVED	2020-11-17
NC	RA	APPROVED	2020-09-21
IL	RA	APPROVED	2020-09-11
WI	RA	APPROVED	2020-09-11

MN RA
APPROVED

Since 2025-05-29
NY RA
APPROVED

Since 2025-01-06
WA RA
APPROVED

Since 2024-11-19
OR RA
APPROVED

Since 2023-10-13
UT RA
APPROVED

Since 2023-06-06
CT RA
APPROVED

Since 2022-10-26
KS RA
APPROVED

Since 2022-10-21
IN RA
APPROVED

Since 2022-02-17
AZ RA
APPROVED

Since 2021-10-04
FL RA
APPROVED

Since 2021-08-30
CA RA
APPROVED

Since 2021-08-26
MT RA
APPROVED

Since 2020-11-17
NC RA
APPROVED

Since 2020-09-21
IL RA
APPROVED

Since 2020-09-11
WI RA
APPROVED

Since 2020-09-11

Branch Locations

2217B Lakeside Drive, Bannockburn, IL 60015 • United States

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

Organization	City	State	From	To
Securites Service Network, In	Northbrook	IL	01/2011	09/2020
Lasalle St Securities Llc	Northbrook	IL	09/2020	Present
Lasalle St Investment Advisors Llc	Elmhurst	IL	09/2020	Present

01/2011 → 09/2020

Securites Service Network, In

Northbrook, IL
09/2020 → Present

Lasalle St Securities Llc

Northbrook, IL
09/2020 → Present

Lasalle St Investment Advisors Llc

Elmhurst, IL

Previous Registrations

2011-01-27 → 2020-09-11

Ssn Advisory, Inc.

North Brook, IL
2005-12-01 → 2011-01-31

Northwestern Mutual Investment Services, Llc

Skokie, IL

Skokie, IL

Other Businesses

1) JEFFREY J. KINZLER - Retirement Service Group (Fixed Insurance) - 02/2011 START DATE - NIR - INSURANCE AGENT THAT OFFERS (FOR COMMISSIONED PRODUCTS ONLY)- SEE "INSURANCE RELATED ACTIVITY" BELOW FOR "INSURANCE TYPES" - FOR THESE BROKERAGE AGENCY: KME INSURANCE, HUNKEN AGENCY, MASS MUTUAL, FLEXIBLE BENEFITS (BLUE CROSS BLUE SHIELD HEALTH INSURANCE). - SALES AND SERVICE OF FIXED LIFE INSURANCE, PERSONAL DISABILITY INCOME INSURANCE, INDIVIDUAL HEALTH INSURANCE, LONG-TERM CARE INSURANCE. - SOLE PROP - 10 HR/MO DURING TRADING 2) LaSalle St Investment Advisor - Advisory

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-30
S63	Uniform Securities Agent State Law Examination	1992-02-12

S66 Uniform Combined State Law Examination

2005-11-30
S63 Uniform Securities Agent State Law Examination

1992-02-12

Other Names

Jeff Kinzler

View on SEC IAPD