Michael
Sykes

Lasalle St. Investment Advisors, L.L.C

CRD#4908082
Investment Advisor
in Indianapolis, IN

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About this Advisor

Michael Sykes is a financial advisor who works in Indianapolis, Indiana who has 10 years of industry experience. Sykes currently works for Lasalle St. Investment Advisors, L.L.C. Over the course of their career, they have held roles at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisor, L.L.C. Sykes has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Florida, Illinois, Indiana and North Carolina. Lasalle St. Investment Advisors, L.L.C is a business that has its headquarters in Elmhurst, IL. It has offices in 63 locations and a total of 131 people on staff. It manages $3 billion in assets between its 8,533 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 8,533 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on the services offered. Fees billed by Lasalle St. Investment Advisors, L.L.C can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

8555 N. River Rd. Suite 470
Indianapolis, IN 46250

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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

Michael Sykes Work History

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

2013 - Present (11 years)

Lasalle St. Investment Advisor, L.L.C

2005 - Present (19 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 Michael Sykes 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
Deborah Vinson
Tyler, TX
Scott Uebelhoer
Elmhurst, IL
Thomas Damasco
Willow Grove, PA
Steven Cook
Elmhurst, IL
Gregory Shirk
Fort Wayne, IN
Jason Briscoe
Elmhurst, IL
Eric Fox
Tyler, TX

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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