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Lasalle St. Investment Advisors, L.l.c. CRD 109701
$5.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-04 |
| NY | RA | APPROVED | 2023-04-27 |
| FL | RA | APPROVED | 2023-02-26 |
| NC | RA | APPROVED | 2023-02-13 |
| AZ | RA | APPROVED | 2023-02-10 |
| TX | RA | APPROVED | 2023-01-27 |
Branch Locations
Litchfield Park, AZ • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Ft. Worth | TX | 10/2014 | 01/2023 |
| Lasalle St. Securities, Llc | Elmhurst | IL | 01/2023 | Present |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 01/2023 | Present |
1- The Rhino Investor: Youtube channel for promoting business as a financial advisor: create investment content & personal stories to teach about investing & promote business 2- Cari Ann Schulz: Fixed Insurance License: educate, recommend and maintain various annuities, long-term care, insurance and life insurance products for clients & prospects as allowed within their respective overall financial goal plans 3- Beneficiary on mother's account
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-26 |
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