Kirk
Loomis

Lasalle St. Investment Advisors, L.L.C

CRD#3052369
Investment Advisor
in Elmhurst, IL

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About this Advisor

Kirk Loomis is a financial advisor working in Elmhurst, Illinois with 11 years of relevant experience. Loomis is an employee of Lasalle St. Investment Advisors, L.L.C. They have spent all of their time as a financial advisor at Lasalle St. Investment Advisors, L.l.c. Loomis has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Georgia, Kansas, Oklahoma and Texas. Lasalle St. Investment Advisors, L.L.C is a financial advisory firm that has its headquarters in Elmhurst, IL. It has offices in 63 locations and a total of 131 advisors. It has $3 billion in assets under management between its 8,533 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 8,533 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lasalle St. Investment Advisors, L.L.C has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically are based on which services are offered. Fees billed by Lasalle St. Investment Advisors, L.L.C likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

Kirk Loomis Work History

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

2012 - Present (12 years)

Lasalle St. Securities, 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 Kirk Loomis 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

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