Adam
Tudor

Lasalle St. Investment Advisors, L.L.C

CRD#6517720
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Adam Tudor is a financial advisor based in Fort Wayne, Indiana, working with Lasalle St. Investment Advisors, L.L.C. Adam has previously held positions at Indiana Farm Bureau Insurance, Sourceone Insurance, Fbl Marketing Services, Lasalle St Securities, Lasalle St Investment Advisors, and Indiana Wesleyan University. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Colorado, Illinois, Indiana, North Carolina, and Ohio. Currently, Adam is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Fort Wayne, Indiana. 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 66, 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

6223 Constitution Drive
Fort Wayne, IN 46804

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

Total Assets Under Management

$3,475,023,837

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

141

IN Average: 44
Total Number of Accounts

10,422

IN Average: 2,564
Average Account Size

$333,432

IN Average: $2,603,165

Investment Advisory Services

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

Adam Tudor Work History

2020 - Present (4 years)

Lasalle St Securities

2020 - Present (4 years)

Lasalle St Investment Advisors

2016 - 2020 (4 years)

Indiana Wesleyan University

2015 - 2016 (1 year)

Fbl Marketing Services

2014 - 2016 (2 years)

Indiana Farm Bureau Insurance

2013 - 2014 (1 year)

Sourceone Insurance

Disclosures

Please visit the SEC profile of Adam Tudor 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
Shaena Yorke
Strongsville, OH
Mark Hemmerly
Indianapolis, IN
Levi Trueblood
Elmhurst, IL
John Forbes
Escondido, CA
Erin Ortiz
Tyler, TX
Graysen Vukasin
Elmhurst, IL
Jared Shirk
Fort Wayne, IN

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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