Matthew
Powell
Lasalle St. Investment Advisors, L.L.C
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Powell is a financial advisor working in Cincinnati, Ohio with a total of 5 years of relevant experience. Powell is an employee of Lasalle St. Investment Advisors, L.L.C. Over the course of their career, they have held roles at Natcity Investments, Inc, Pnc Investments, Broker Dealer Financial Services Corp, Lasalle St Securities and Lasalle St Investment Advisors. Powell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Indiana, Kentucky, New Mexico and Ohio. Lasalle St. Investment Advisors, L.L.C is a company that has its headquarters in Elmhurst, IL. The investment advisory business has offices in 63 locations and a total of 131 advisors. It has $3 billion in assets across its 8,533 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 8,533 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. Lasalle St. Investment Advisors, L.L.C offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Lasalle St. Investment Advisors, L.L.C can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lasalle St. Investment Advisors, L.L.C Brokerage Details
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Powell Work History
Matthew has been registered as a financial advisor for 5 years.*
Lasalle St Securities
Lasalle St Investment Advisors
Broker Dealer Financial Services Corp
Pnc Investments
Natcity Investments, Inc
*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 Matthew Powell 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
Willow Grove, PA
Tyler, TX
Fort Wayne, IN
Elmhurst, IL
Elmhurst, IL
Oklahoma City, OK
Elmhurst, IL
Bloomington, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
