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One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-01 |
| IL | RA | APPROVED | 2020-06-26 |
Branch Locations
One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle St. Securities, Llc | Matteson | IL | 08/2008 | 06/2020 |
| Lasalle St. Investment Advisors, Llc | Westchester | IL | 09/2008 | 06/2020 |
| Parkview Asset Management, Inc. | Oakbrook Terrace | IL | 06/2020 | Present |
WEALTH PLANNING NETWORK LLC -ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL 60154. TITLE: PRESIDENT, START: 2002, COMPENSATION: $500K+. DUTIES: TRADITIONAL INS PRODUCT RELATED SALES, NOT INVESTMENT RELATED; FIXED INSURANCE; TRUSTEE TO SENIOR PLANNING NETWORK DEF. BEN PLAN & SENIOR PLANNING NETWORK 401K PSP (NAME CHANGE PENDING TO WEALTH PLANNING NETWORK);
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-26 |
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