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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| AZ | RA | APPROVED | 2021-09-23 |
| FL | RA | APPROVED | 2016-06-14 |
| WI | RA | APPROVED | 2016-02-24 |
| OH | RA | APPROVED | 2015-01-13 |
| CA | RA | APPROVED | 2013-10-25 |
| IN | RA | APPROVED | 2013-06-03 |
| NC | RA | APPROVED | 2013-03-26 |
| IL | RA | APPROVED | 2011-02-23 |
Branch Locations
27575 Ferry Road Suite D, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Streamline Financial | Naperville | IL | 04/2009 | Present |
| Lasalle St. Securities, Llc | Naperville | IL | 02/2011 | Present |
| Lasalle St. Investment Advisors, Llc | Naperville | IL | 02/2011 | Present |
| Zoller, Swanson & Co. | Naperville | IL | 01/2009 | Present |
ZOLLER, SWANSON & CO - OAK PARK, IL. 01/2009. TAX PREPARATION AND CPA OFFICE. DUTIES: TAX PREPARER, 20HRS/MOS, NOT INVESTMENT RELATED; FIXED INSURANCE; AUTHOR; DAVE ZOLLER CFP YOUTUBE CHANNEL; STREAMLINE MY PRACTICE BLOG; THE FUTURE OF ADVICE ACADAEMY. LASALLE ST. INVESTMENT ADVISORS, LLC - RIA; KINGDOM ADVISORS, MEMBER,5/2014 NON-PROF ORG, WEBSITE W/RESOURCES, NO FIN INT, 0 TIME; Africa Sholom Mission- Board member for a non-profit non compensation attended meetings to help with Strategic Planning; StreamlineMyPractice- writes a blog directed at financial advisors to discuss business startegies. No compensation presently Helping Business owners reduce taxes and simplify money decisions through davezoller.com; Streamline Financial Youtube Channel- educational youtube channel where retirement ideas are shared, but no specific investment advice and no specific investment recommendations New Retirement Calculator referral of non-clients; The DIY Retirement Plan- coaching videos for people that want to plan for their retirements without have an advisor/broker on their accounts. Real Estate Investment 915 S. Aberdeen, LLC Six38 Media, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
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