Caedmon
Meisenheimer

Lasalle St. Investment Advisors, L.L.C

CRD#7618501
Investment Advisor
in Elmhurst, IL

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About this Advisor

Caedmon Meisenheimer is a financial advisor who works in Elmhurst, Illinois. Meisenheimer is currently employed by Lasalle St. Investment Advisors, L.L.C. Throughout their career, Meisenheimer has worked at Kampgrounds Of America, Tru-Colour Bandages, Streamline Financial Services, Cornerstone University, First United Cu and Meisenheimer Homeschool Academy. Meisenheimer has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California, District Of Columbia, Illinois, Maine and Michigan. Lasalle St. Investment Advisors, L.L.C is a registered investment firm operating out of Elmhurst, IL. It has offices in 63 locations and a total of 131 advisors. It administers $3 billion in assets among its 8,533 client accounts, making it one of the largest firms in the country by assets under management. The firm advises two charities and foundations. Of its 8,533 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Lasalle St. Investment Advisors, L.L.C offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on which services the firm provides the client. Fees charged by Lasalle St. Investment Advisors, L.L.C likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

940 N. Industrial Dr.
Elmhurst, IL 60126-1131

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$2,728,117,681

IL Average: $6,674,516,078
Total Number of Employees

131

IL Average: 44
Total Number of Accounts

8,533

IL Average: 2,564
Average Account Size

$319,714

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Caedmon Meisenheimer Work History

Caedmon has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

First United Cu

2020 - 2022 (2 years)

Cornerstone University

2020 - 2022 (2 years)

Cornerstone University

2019 - 2020 (1 year)

Streamline Financial Services

2018 - 2018 (< 1 year)

Kampgrounds Of America

2014 - 2020 (6 years)

Tru-Colour Bandages

2011 - 2020 (9 years)

Meisenheimer Homeschool Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Caedmon Meisenheimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lasalle St. Investment Advisors, L.L.C

Scott Uebelhoer
Elmhurst, IL
Deborah Vinson
Tyler, TX
Steven Cook
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
David Love
Oklahoma City, OK
Gregory Shirk
Fort Wayne, IN
Eric Fox
Tyler, TX
Jeffrey Talarico
Elmhurst, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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