John
Berger

Lasalle St. Investment Advisors, L.L.C

CRD#1354116
Investment Advisor
in Elmhurst, IL

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About this Advisor

John Berger is a financial advisor based in Elmhurst, Illinois with a total of 17 years of relevant experience. Berger is on the advisory team at Lasalle St. Investment Advisors, L.L.C. Berger has gained experience at Lasalle St. Investment Advisors, L.L.C and La Salle St. Securities, Inc. Berger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Florida, Illinois, Indiana, Michigan, Montana and Texas. Lasalle St. Investment Advisors, L.L.C is a company operating out of Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 employees. It controls $3 billion in assets between its 8,533 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises two charities and foundations. Of its 8,533 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. Lasalle St. Investment Advisors, L.L.C offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Lasalle St. Investment Advisors, L.L.C may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

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

John Berger Work History

John has been registered as a financial advisor for 17 years.*

2000 - Present (24 years)

Lasalle St. Investment Advisors, L.L.C

1991 - Present (33 years)

La Salle St. Securities, Inc

*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 John Berger 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

Steven Cook
Elmhurst, IL
Deborah Vinson
Tyler, TX
Gregory Shirk
Fort Wayne, IN
David Love
Oklahoma City, OK
Scott Uebelhoer
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
Erin Ortiz
Tyler, TX
Patrick Kearney
Deerfield, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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