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Robert Michael Widman

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

Elmhurst, IL

CRD 2572573

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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
FL RA APPROVED 2025-03-20
CA RA APPROVED 2025-01-17
TX RA APPROVED_RES 2025-01-17
WI RA APPROVED 2025-01-17
IL RA APPROVED 2009-01-21
  • FL RA
    APPROVED
    Since 2025-03-20
  • CA RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED_RES
    Since 2025-01-17
  • WI RA
    APPROVED
    Since 2025-01-17
  • IL RA
    APPROVED
    Since 2009-01-21

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lasalle St. Securities, L.L.C. Elmhurst IL 09/2003 Present
Lasalle St. Investment Advisors, Llc Elmhurst IL 01/2009 Present
Other Businesses

LASALLE ST. INVESTMENT ADVISORS, LLC-RIA;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-20
S63 Uniform Securities Agent State Law Examination 1995-01-03
  • S65 Uniform Investment Adviser Law Examination
    2009-01-20
  • S63 Uniform Securities Agent State Law Examination
    1995-01-03
Other Names
  • Robert Michael Widman

View on SEC IAPD

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