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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
IN RA APPROVED 2015-12-11
  • IN RA
    APPROVED
    Since 2015-12-11

Branch Locations

978 Conner St, Noblesville, IN 46061 • 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
OrganizationCityStateFromTo
Miracle Insurance Source Inc Noblesville IN 01/1997 Present
Lasalle St. Securities, L.L.C. Noblesville IN 01/2002 Present
Lasalle St. Investment Advisors Noblesville IL 12/2015 Present
  • 01/1997 → Present
    Miracle Insurance Source Inc
    Noblesville, IN
  • 01/2002 → Present
    Lasalle St. Securities, L.L.C.
    Noblesville, IN
  • 12/2015 → Present
    Lasalle St. Investment Advisors
    Noblesville, IL
Previous Registrations
Other Businesses

FIXED INSURANCE; MIRACLE INSURANCE SOURCE, INC.- INSURANCE SALES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-24
S63 Uniform Securities Agent State Law Examination 1999-04-16
  • S65 Uniform Investment Adviser Law Examination
    1999-11-24
  • S63 Uniform Securities Agent State Law Examination
    1999-04-16
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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