Kelly
Hene

Lasalle St. Investment Advisors, L.L.C

CRD#3257978
Investment Advisor
in Elmhurst, IL

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About this Advisor

Kelly Hene is a certified financial planner who works in Elmhurst, Illinois with 11 years of relevant experience. Hene is currently employed by Lasalle St. Investment Advisors, L.L.C. Over the course of their career, Hene has held roles at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisors, L.L.C. Hene holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Washington. Lasalle St. Investment Advisors, L.L.C is an advisory company operating out of Elmhurst, IL. The firm has offices in 63 locations and a total of 131 advisors. It has $3 billion in total assets among its 8,533 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 8,533 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Lasalle St. Investment Advisors, L.L.C can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

Kelly Hene Work History

Kelly has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Lasalle St. Securities, L.L.C

2012 - Present (12 years)

Lasalle St. Investment Advisors, L.L.C

*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 Kelly Hene 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

Deborah Vinson
Tyler, TX
Scott Uebelhoer
Elmhurst, IL
Gregory Shirk
Fort Wayne, IN
Steven Cook
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
David Love
Oklahoma City, OK
Phyllis Spears
Jeffersonville, IN
Peter Lewis
Mchenry, 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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