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Susan Jakoblich

Lasalle Investment Advisors, Inc.

Pewaukee, WI

CRD 7780283

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Employer firm

Lasalle Investment Advisors, Inc. CRD 109303

$134M 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 Investment Advisors, Inc.

1133 Quail Court Suite 100, Pewaukee, WI 53072 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-03-11
  • WI RA
    APPROVED
    Since 2024-03-11

Branch Locations

1133 Quail Court Suite 100, Pewaukee, WI 53072 • 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
Lasalle Investment Advisors Inc Pewaukee WI 06/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08

View on SEC IAPD

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