Building True Partnerships
That Last a Lifetime

I’m Zak Sandeman. I work selectively with independent financial advisors who are seeking a premier partnership with an RIA that is clearly and actively building for the future. If you are ready to solve your firm affiliation problem once and for all, let’s talk.

Schedule an Introduction
Zak Sandeman at LaSalle St. Securities
I Design Partnerships Between Advisors and LaSalle St.
A firm that treats you like the client.
and helps your clients keep more of their money.

Economics designed for the long term

I want you to get the best deal, not the biggest deal. No revenue sharing, access to institutional share classes, higher core cash yields.

No contractual obligation to do business with LaSalle St.

No forgivable loan lock up — we earn your loyalty.

Equity ownership opportunities

Select advisors can become equity owners in LaSalle St.

Personal, direct access to executives and owners

You’re not a number. You have a direct line to leadership.

Home Office staff that knows your name

A support team that’s genuinely invested in your success.

A concrete plan for the future

LaSalle St. is a private, advisor-owned business. We are not for sale.

Because Wealth Management is a Trust Business
The most valuable thing you can do in life is invest in relationships with good people.

I’ve spent my career in and around the independent wealth management space, and I’ve seen what happens when advisors get locked into relationships that don’t serve them — or their clients.

I believe a true partnership is formed when your RIA actually earns your business every single day — when the relationship is built on trust, not just a contract.

I play an entrepreneurial role at LaSalle St. and I am passionate about what we’re building here. A partnership with LaSalle St. adds intangible value for advisors and truly feels different. As the industry consolidates, partnerships providing stability, accessibility, and personalization are becoming rare. If you value those things, let’s talk.

You Deserve a Customized Partnership
How We’ll Work Together
It’s not rocket science.

Introduction

We get to know one another! I ask questions about you. You ask questions about me. I tell you about LaSalle St. You tell me about your business: why you started it, why you’re passionate about it. All that good stuff.

Discovery

I begin to understand your pain points. I tell you how LaSalle St. can alleviate them. Most likely, we’ll identify a strong potential fit. If not, it will be obvious and I’ll point you in the right direction to help you get what you need. We’ll discuss some X’s and O’s: improving your operations, opening up your tech stack, your investment management preferences, how we’ll tackle specific compliance bottlenecks, economics and equity — we can go as deep as you want.

Meet the Team

You visit our home office in Elmhurst, Illinois. We lay the foundation for what will become a lifetime partnership by putting together a game plan to address the current issues you’re experiencing. By the time you leave — we have action steps that help us design a custom partnership, and you have confidence that LaSalle St. is the strong, collaborative support system your business needs.

Decision

We iron out the fine print. Figure out a way to get a deal done that works for both sides. If we’ve built our relationship the right way to this point, getting an agreement in place should come naturally. From there, we build a transition plan around your timeline and the real work begins.

The Final Firm Guide

For independent advisors who want to make sure their next move is their last move.

The Final Firm Guide cover Published March 31, 2026

I'm not in the business of selling LaSalle St. — our true, lifetime partnership model speaks for itself. An advisor who believes in the power of boutique firms like LaSalle St. (and wants to join one) does not need to be sold anything; they need a consultant who wants to help them solve the BD/RIA affiliation problem once and for all. The Final Firm Guide was written for advisors who want to make sure their next move is their last move.

Zak Sandeman
Zak Sandeman Business Development, LaSalle St.
The Final Firm Guide|5 Sections|7 min. Read
  1. The Catalyst
  2. The Short List
  3. The Non-Negotiables
  4. The Gut Feeling
  5. The Decision and The Offer
Read the full guide → Schedule an intro call
About LaSalle St.
The Premier Choice For Independent Financial Advisors

LaSalle St. is a private, advisor-owned independent broker-dealer and registered investment advisory firm headquartered in the western suburbs of Chicago.

While the rest of the industry consolidates and chases scale, we’re focused on building something different. A flexible, personal support structure backed by people who know your name, understand your business, and are genuinely invested in your long-term success.

I don’t want to spoil all the fun. Head over to the LaSalle St. website where you can download our Final Firm Guide, learn more about our team, gain confidence in our transition process, and so much more.

Visit Our Website
50+
Years serving independent advisors
325+
Independent financial advisors who partner with us
20%
Of LaSalle St. is owned by our independent financial advisors
Midsize + Midwest
LaSalle St. advisors value transparent, honest, midwestern values and each partnership truly matters to our bottom line.
Let’s Get To Know One Another
I’m Ready When You Are

If you’re ready for a true partnership, give me a call or shoot me an email via the contact information below. You can also connect with me on LinkedIn or schedule time directly on my calendar via Calendly. If you want to share more, feel free to use the contact form on the right hand side.

Zak@LaSalleSt.com
(708) 630-8306
Connect on LinkedIn
Schedule Time on My Calendar