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 financial advisor based in Elmhurst, Illinois, working with Lasalle St. Investment Advisors, L.L.C. Kelly has previously held positions at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisors, L.L.C. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Nevada, Oregon, and Washington. Currently, Kelly is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Elmhurst, Illinois. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

$3,475,023,837

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

141

IL Average: 44
Total Number of Accounts

10,422

IL Average: 2,564
Average Account Size

$333,432

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

2012 - Present (12 years)

Lasalle St. Securities, L.L.C

2012 - Present (12 years)

Lasalle St. Investment Advisors, L.L.C

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

Jared Shirk
Fort Wayne, IN
Christopher Hoy
Providence, RI
Cameron Crone
Odessa, TX
Mark Hemmerly
Indianapolis, IN
John Forbes
Escondido, CA
Timothy Harrison
New Castle, PA
Levi Trueblood
Elmhurst, IL
Graysen Vukasin
Elmhurst, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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