CHICAGO – January 21, 2025 – LaSalle St., a family of independent wealth management firms encompassing independent broker-dealer and registered investment advisor (RIA) platforms, today announced the successful recruitment and onboarding of Scott Slade, Mark Groesbeck, and Kerry Poulson – who were formerly with SCF Investments. Scott Slade, Mark Groesbeck, and Kerry Poulson all operate separate practices and collectively manage almost $200M of client assets. The new additions underscore LaSalle’s accelerating success in bringing aboard experienced and growing independent wealth management advisor teams across the country.
Mark Contey, SVP and Chief Marketing Officer for LaSalle St. said, “We couldn’t be more excited to welcome Mark, Scott, Kerry, and their clients to the LaSalle St. family. The continued consolidation in our industry is giving advisors an additional opportunity to look at their affiliation options. Bigger is not always better. As we got to know Mark, Scott, and Kerry, we quickly realized that their practices and who they are as business owners are a better fit with a boutique firm with exceptional client service skills. Service is what LaSalle St. stands for, and it is our pleasure to support them as they guide clients through volatile markets and uncertain economic conditions, to achieve their financial goals.”
Mr. Groesbeck said, “I like the fact that I have access not only to the entire Home Office staff of LaSalle St. but also, to the firm’s leadership. They have all been very engaged as I have onboarded over the last month or so. Not to mention, a significant part of my practice was transitioned within the first two weeks after joining. It certainly has been a refreshing start to our relationship.” Mr. Slade and Poulson added “Our firm was sold to one of the “bigs” and we didn’t want to just go with that just to get lost in a sea of advisors. We did our due diligence and found LaSalle St. to be a firm hyper-focused on service to their advisors, which has become somewhat of a lost art in our industry. Individually and collectively, Mark, Kerry, and I are all very excited for the future of our practices and with the LaSalle St. team as our partner.”
Mr. Contey added: “Our continued emphasis on providing a conflict-free affiliation for independent financial advisors and their clients is increasingly making LaSalle St. the destination of choice for growth-oriented wealth management financial advisors across the country and we look forward to announcing more exciting wins in the near future.”
LaSalle St. announced recently that they have signed a strategic agreement with Advyzon as an addition to their technology offering to their advisors. The platform provides advisors with single sign on capabilities to access multiple services, including portfolio management, account aggregation, performance reporting, CRM, a growth suite, client portal, and secure document management. The Advyzon platform also provides complete integration of these capabilities, as well as to LaSalle’s clearing and custody services. Additionally, in 2023, the firm announced that they had offered a significant percentage of its equity to a group of its affiliated reps and advisors. The new program is considered unique in the independent marketplace and set the firm on its future long term focused path.
About LaSalle St.
LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. It has a singular mission of supporting the growth and success of independent financial advisors across the country. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports more than 325 financial advisors, has approximately $14 billion in total client assets and is registered in all 50 states. The LaSalle St. companies offer a wide range of services, including brokerage, advisory, investment and insurance. The firm clears primarily through National Financial Services, with custodial services through NFS parent Fidelity Investments.
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Media Inquiries
Mark Contey, CMO
LaSalle St.
630-442-9430
mark@lasallest.com