Gregory
Shirk

Lasalle St. Investment Advisors, L.L.C

CRD#5712039
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Gregory Shirk is a financial advisor based out of Fort Wayne, Indiana who has 10 years of relevant experience. Shirk currently works for Lasalle St. Investment Advisors, L.L.C. Shirk has gained experience at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisors, L.L.C. Shirk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Indiana, Michigan, North Carolina, Ohio 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 administers $3 billion in assets among its 8,533 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 8,533 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. 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 depend on which services are provided. However, fees charged by Lasalle St. Investment Advisors, L.L.C most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

6315 Mutual Drive Suite F
Fort Wayne, IN 46825

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

Total Assets Under Management

$2,728,117,681

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

131

IN Average: 44
Total Number of Accounts

8,533

IN Average: 2,564
Average Account Size

$319,714

IN Average: $2,603,165

Investment Advisory Services

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

Gregory Shirk Work History

Gregory has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lasalle St. Securities, L.L.C

2013 - Present (11 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 Gregory Shirk 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

Gregory Shirk
Fort Wayne, IN
Steven Cook
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
David Love
Oklahoma City, OK
Scott Uebelhoer
Elmhurst, IL
Deborah Vinson
Tyler, TX
Sean Ford
Warrenville, IL
Jason Briscoe
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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