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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
ND RA APPROVED 2026-08-06
SD RA APPROVED 2026-07-27
AZ RA APPROVED 2025-05-29
FL RA APPROVED 2024-11-13
OK RA APPROVED 2024-11-06
TX RA APPROVED 2024-11-06
WI RA APPROVED 2024-11-06
MN RA APPROVED 2024-06-18
  • ND RA
    APPROVED
    Since 2026-08-06
  • SD RA
    APPROVED
    Since 2026-07-27
  • AZ RA
    APPROVED
    Since 2025-05-29
  • FL RA
    APPROVED
    Since 2024-11-13
  • OK RA
    APPROVED
    Since 2024-11-06
  • TX RA
    APPROVED
    Since 2024-11-06
  • WI RA
    APPROVED
    Since 2024-11-06
  • MN RA
    APPROVED
    Since 2024-06-18

Branch Locations

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

14550 Excelsior Blvd, Minnetonka, MN 55345 • 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 Minnetonka MN 03/2024 Present
United Health Group Minnetonka MN 09/2021 03/2024
Kpmg Llp Minneapolis MN 08/2015 09/2021
  • 03/2024 → Present
    Lasalle
    Minnetonka, MN
  • 09/2021 → 03/2024
    United Health Group
    Minnetonka, MN
  • 08/2015 → 09/2021
    Kpmg Llp
    Minneapolis, MN
Other Businesses

FIXED INSURANCE; BRIDGEWATER BANK- 14550 EXCELSIOR BLVD., MINNETONKA, MN 55345;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14
Other Names
  • Taylor Delzer

View on SEC IAPD

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