DFX Intelligence
Advisors
Advisors registered through Lasalle St. Investment Advisors, L.L.C.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
157 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Richard Joseph Wilkens | Lasalle St. Investment Advisors, L.L.C. BD affiliated | Elmhurst, Il | Nov 6, 2023 | 25 y | 2 | 1 |
| Chester Anthony Winn dual registrant | Lasalle St. Investment Advisors, L.L.C. BD affiliated | Elmhurst, Il | Dec 15, 2017 | 27 y | 3 | 3 |
| Paul K Wong Certified Financial Planner · dual registrant | Lasalle St. Investment Advisors, L.L.C. BD affiliated | Elmhurst, Il | Apr 17, 1999 | 30 y | 0 | 7 |
| S••••• W•••• Y•••••• dual registrant | L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated | Bonita Springs, Fl | Dec 3, 2013 | 21 y | 2 | 5 |
| S••••• L•••• Y•••• dual registrant | L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated | Elmhurst, Il | Nov 8, 2019 | 22 y | 2 | 2 |
| J•• T• Z••• Certified Financial Planner · dual registrant | L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated | East Aurora, Ny | Jun 3, 2021 | 22 y | 0 | 1 |
| T••••••• J••••• Z••••••• Personal Financial Specialist · dual registrant | L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated | Elmhurst, Il | Jun 24, 2016 | 50 y | 0 | 6 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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