LaSalle St. Securities Adds Florida Firm, Chell Financial

LaSalle St. Securities Strengthens Grip in Midwest, Adds Lehmann Financial

LaSalle St. Securities Sponsors International Junior Masters for 6th Straight Year

LaSalle St. Securities Adds Advisor Paul Sirois, Expands into Pasadena, California

Len Martinez Joins LaSalle St. Securities in 2017

Len Martinez Joins LaSalle

LaSalle St. Securities Earns 95 Percent Advisor Satisfaction Rating

LaSalle St. Securities, LLC Earns 95 Percent Advisor Satisfaction Rating

 

 September 25, 2016— LaSalle St. Securities is proud to announce that the firm earned a 95 percent satisfaction rating via its recent Bi-Annual Representative Satisfaction Survey. Over 40 percent of the firm’s reps and advisors completed the survey, which solicits feedback across the firm’s various Home Office departments.

“We encourage and value the feedback that our reps provide to us. We conduct two surveys with them each year, which we then review at the Home Office to create actionable deliverables based on the feedback,” said Mark Contey, LaSalle St.’s SVP of Business Development. “We are proud of our 95 percent satisfaction rating but will not rest on our laurels as we would like to see it higher and are constantly striving for improvement.”

LaSalle St. is celebrating its 42nd year as the home of the independent financial advisor. Headquartered in Chicago, the company supports over 300 independent advisors that straddle the firm’s fee-based and brokerage platforms.

Over the last few years, LaSalle St. has been winning via the recruiting ranks by adding new reps, advisors and offices across the country. Additionally, the firm’s advisory business rolled out a new asset platform branded under the name: Salt Creek Investors (www.saltcreekinvestors.com), which is powered by industry award-winning methodology.

“Any registered rep or advisor that is looking for a new B/D or RIA affiliation should be considering LaSalle St.,” added Mr. Contey. “The firm is built for the long term. It offers new DOL Rule friendly platforms and solutions, and does not nickel and dime its reps with unnecessary fees and charges.”

To learn more about LaSalle St. visit www.lasallest.com or contact Mark Contey at 630-600-0360 or mark@lasallest.com.

LaSalle St. Securities Hosts 2016 Annual Leaders’ Conference in Boulder, Colorado

image001-2LaSalle St. Securities Celebrates 2016 Leaders’ Conference

Boulder, CO – LaSalle St. Securities kicked off its annual Leaders’ Conference Thursday, September 8, in Boulder, Colorado. The conference began with a Thursday night cocktail reception and will conclude on Saturday night at its annual awards dinner. The leadership team and key Home Office staff of the firm will join their top advisors, guests, and industry sponsors at the luxurious St. Julien Hotel & Spa for the weekend.

“Our annual Leaders’ Conference serves as an expression of our gratitude to our representatives and advisors, while also providing us with an opportunity to get together as a group to collaborate on various topics that affect us all. It’s a great group that looks forward to getting together each year at this event,” said Mark Contey, LaSalle St.’s SVP of Business Development.

Conference attendees will experience the ultimate mix of business and pleasure in beautiful Colorado. Advisors will meet with industry leaders to discuss key topics in the financial industry, learn about new products they might wish to incorporate into their practice, and share ideas with one another via an advisor panel session.

Guest speakers from Fidelity Investments, Sierra Mutual Funds, MVP REIT, Allianz, Voya, Midland National, Eagle Life and Sortino Investment Analytics will be in attendance to provide attendees with updates from their individual company’s perspectives.

Share your conference experience on Twitter with the hashtag #LSSLC2016!

If you would like to learn more about LaSalle St. Securities, please visit us at www.lasallest.com or contact Mark Contey at 630-600-0360 or via email at mark@lasallest.com

 

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LaSalle St. Investment Advisors Launches New Website for Salt Creek Investors, Promotes Bob Dunne to VP

FOR IMMEDIATE RELEASEScreen Shot 2016-06-02 at 10.10.44 AM

CONTACT MARK CONTEY

Mark@lasallest.com

(630) 600-0360

LaSalle St. Investment Advisors Launches New Website Documenting Progress of Its Asset Allocation Platform: Salt Creek Investors

 

Elmhurst, IL – LaSalle St. Investment Advisors, LLC (LSIA) recently developed and launched a new website featuring information and updates regarding its new asset allocation platform: Salt Creek Investors. Visit the website at: www.saltcreekinvestors.com

The site features basic information and news about the program, marketing materials and quarterly updates. It will be updated and monitored regularly.

“We are very excited about the website, which will ultimately act as a one-stop for all things Salt Creek. Advisors should familiarize themselves with the entire site, paying special attention to the “2Q Review” document, which can be found in the News section,” said SVP of Business Development, Mark Contey.

Salt Creek Investors (SCI) turned out some encouraging results in its debut quarter. The program outperformed benchmarks at all five risk levels and looks poised to continue its success.

Additionally, we are pleased to announce the promotion of our own Bob Dunne to a Vice President role. Bob has been with LaSalle for 12 years and has always been at the forefront of the firm’s technological advancements. Mr. Dunne will assume his new role effective September 1 and will now focus on the technological initiatives associated with the Salt Creek platform as well as work with our financial advisors to better understand how the platform fits within their practices.

Visit the Salt Creek Investors website for more information at: www.saltcreekinvestors.com or contact a member of the LaSalle St. leadership team with any questions regarding the new asset allocation strategy.

LaSalle St. Investment Advisors is a leading Registered Investment Advisory and is affiliated with LaSalle St. Securities, LLC, an independent broker-dealer, headquartered in the western suburbs of Chicago with over $8 billion in assets under management. LaSalle St. proudly supports over 300 financial advisors located throughout the United States since 1975. For more information on the LaSalle St. companies please visit www.lasallest.com.

Join Us In Welcoming Kevin Snow Back to the LaSalle St. Family

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LaSalle St. Securities Welcomes Back Former Advisor Kevin Snow

 

Elmhurst, IL— LaSalle St. Securities, LLC. is excited to announce that Kevin Snow has rejoined the firm as an independent. Kevin initially joined LaSalle in 2012 and left at the start of 2015 to explore a non-independent sector of the industry. Kevin is located in Jackson, MI and will operate his practice under the name of Snow Financial.

“We are honored to have Kevin back as we never wanted to see him leave. It does speak volumes, especially in our industry when an advisor comes back to a firm that he/she left. We are proud of the fact that, with all the choices available, Kevin decided to come back to LaSalle St.”, said Mark Contey, LaSalle St.’s SVP of Business Development.

“LaSalle allows me to be the best possible advisor for my clients. As an independent advisor, they put the power of your practice in your own hands. I am thrilled to be back home” Snow said about his return.

LaSalle St. Securities is an independent broker-dealer, headquartered in the western suburbs of Chicago with over $8 billion in assets under management. LaSalle St. proudly supports over 300 financial advisors located throughout the United States since 1975. For more information on the LaSalle St. companies please visit: www.lasallest.com.

LaSalle St. Securities Proudly Sponsors International Junior Masters Golf Tournament for 5th Consecutive Year

Like many industries, golf and financial services go hand in hand. Both take dedication, persistence and extreme focus. At LaSalle St. Securities, we are honored, once again, to be a sponsor of the International Junior Masters.

The International Junior Masters (IJM) is the oldest international junior golf tournament in North America. Some of the top junior players from around the globe descend on East Aurora Country Club just south of Buffalo, NY to compete in the tournament. For some, the IJM has acted as a proving ground for a future in professional golf. Past notable IJM participants include Jim Furyk, Camillo Villegas and Billy Mayfair.FullSizeRender (1)

The beautiful East Aurora Country Club in New York has hosted the tournament since its inception in 1953. The 64th annual International Junior Masters takes place June 27-July 1, 2016.

The first day of the tournament is the annual Ham Am fundraiser. Each year, a few of our reps and members from our leadership team represent LaSalle by playing a relaxing round with a junior player before he tees off in the real competition.

The next four days of the tournament are a true test of each golfer’s mental and physical skillset. The IJM combines medal play and match play to get participants ready for both types of competition, which they will likely encounter throughout their careers. This is not a tournament that can be won simply by hitting the ball a long way. Players learn how to be strategic with their shots as they navigate through East Aurora Country Club’s beautiful and very creative golf course.

A tournament rich in tradition, the International Junior Masters prides itself on helping junior golfers turn into mature adults, while at the same time providing a true test of golf. At LaSalle St., we believe the extreme fortitude required in the game of golf has a way of building individuals into strong leaders. We see our partnership with the IJM as a blessing.

“At LaSalle St., we are honored to have the opportunity to have our name tied to such a prestigious junior golf event. I am continually blown away by the players from around the world who participate in this annual event,” said LaSalle St. Securities SVP of Business Development Mark Contey. “Congrats to the IJM Tournament Committee as well as the staff and members of East Aurora Country Club who showcase their golf course and put on a world class tournament each year.”

For more information about LaSalle St. Securities, LLC., please visit our website at www.lasallest.com

For more information about the International Junior Masters and East Aurora Country Club, please visit www.internationaljuniormasters.comIMG_0834 (1)