ELMHURST, IL — LaSalle St. Securities has worked tirelessly during the first half of 2019 to further enhance its service model for independent financial advisors and to find more creative ways to grow the firm’s influence as a full-service, boutique-style financial firm in the Chicagoland area.
Led by industry veteran Chief Business Development Officer Mark Contey, LaSalle St. added 3 teams managing more than $130m in client assets during the first several months of 2019. The firm would like to formally welcome the following advisors and their teams to the LaSalle St. family:
- Kim & Jim Steinbrenner –dba Steinbrenner Financial Group
- Wauwatosa, WI – Formerly affiliated with Saxony Securities
- Jeff Talarico – dba Talarico & Associates
- Kerrville, TX – Formerly affiliated with Ameriprise Financial
- Fred Peters – dba Fred Peters Financial Group
- Taylorville, IL – Formerly affiliated with Ohio National
“We couldn’t be happier to have the Steinbrenner’s, Jeff Talarico, Fred Peters and their collective teams as part of the LaSalle St. Securities family. High quality new business wins like these are on every firm’s wish list,” Mark Contey said. “Our firm has developed a specialty over the years of providing a better service model and
overall experience for independent reps and advisors fleeing larger institutions, but we really are a great destination for any business model. Our industry is in an interesting place right now and there’s a lot of uncertainty threatening advisors. Our stability as a privately-owned firm combined with our policy around having transparent relationships with our reps and advisors makes us an ideal new home for advisors considering a change.”
2019 has been a year filled with new business conversations as LaSalle St. Securities has earned recognition as a unique midsize broker-dealer/RIA firm in an industry that continues to consolidate and standardize the advisor experience.
LaSalle St. Securities believes today’s advisors need a more personalized relationship with their partner firm and is proud to see so many advisors resonating with that message. The firm is excited to be experiencing great success in the current financial services environment and has plans to add even more assets to the platform in the coming months. Stay tuned!
LaSalle St. Securities is an independent hybrid broker-dealer, headquartered in the western suburbs of Chicago with over $9 billion in assets under management. Since 1975, LaSalle St. has proudly supported over 300 financial advisors located throughout the United States. For more information on the LaSalle St. companies please click here.