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1133 Quail Court Suite 100, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-03 |
Branch Locations
1133 Quail Court Suite 100, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle Investment Advisors | Brookfield | WI | 02/1984 | Present |
LASALLE FINANCIAL SERVICES INC. ?the name of the other business; LASALLE FINANCIAL SERVICES INC. ?whether the business is investment related: Yes ?the address of the other business; 13182 N. Deegrass Drive, Oro Valley, AZ 85755 ?the nature of the other business; General Consulting ?your position; Owner ?title, or relationship with the other business; President ?the start date of your relationship; 1984 ?the approximate number of hours/month you devote to the other business; 20 ?the number of hours you devote to the other business during securities trading hours; 20 ?and briefly describe your duties relating to the other business; Securities selection, Software system development PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION IND. ?the name of the other business; PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION IND. ?whether the business is investment related: Yes ?the address of the other business; 139A Cottonwood Ave., Hartland, WI 53029 ?the nature of the other business; Business development, Real Estate Development and Foundation Management ?your position; Director ?title, or relationship with the other business; Director ?the start date of your relationship; 2021 ?the approximate number of hours/month you devote to the other business; 80 ?the number of hours you devote to the other business during securities trading hours; 40 ?and briefly describe your duties relating to the other business; Planning for all the above J.M. FITZGERALD ENTERPRISES AND F & A DEVELOPMENT GOURP LLC ?the name of the other business; J.M. FITZGERALD ENTERPRISES AND F & A DEVELOPMENT GOURP LLC ? Note: These companies were established as part of the development of a Section 42 property in Racine, Wi (Shoreline) with PNC Real Estate (PNC Bank). All of John Fitzgerald's interest were sold in February of 2022 and he no longer holds any interest in the development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-24 |
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