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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
CA RA APPROVED 2025-04-17
AR RA APPROVED 2025-01-23
  • CA RA
    APPROVED
    Since 2025-04-17
  • AR RA
    APPROVED
    Since 2025-01-23

Branch Locations

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

212 West Walnut St, Paris, AR 72855 • 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
River Valley Wealth Management Paris AR 06/2024 Present
University Of The Ozarks Clarksville AR 08/2020 05/2024
Lamar School District Lamar AR 08/2014 08/2020
Lpl Financial Llc Paris AR 08/2024 Present
  • 06/2024 → Present
    River Valley Wealth Management
    Paris, AR
  • 08/2020 → 05/2024
    University Of The Ozarks
    Clarksville, AR
  • 08/2014 → 08/2020
    Lamar School District
    Lamar, AR
  • 08/2024 → Present
    Paris, AR
Previous Registrations
Other Businesses

1)08/07/2024 - River Valley Wealth Management - DBA Business - Inv Rel - At Reported Business Location(s) - Start: 06/2024 - 160 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-18
  • S66 Uniform Combined State Law Examination
    2025-01-18
Other Names
  • Isaac Clark Pelts

View on SEC IAPD

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