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Roger E

Series 66

Bloomington, IN

LaSalle St. Investment Advisors, L.L.C.

Roger Engel is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds a Series 66 designation and has previously worked at IU Credit Union and Trine University. Engel is also involved with IU Credit Union Investment Services. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and oversees a diverse asset mix across various client segments.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Malinda R

Series 63, Series 66

Bloomington, IN

LaSalle St. Investment Advisors, L.L.C.

Malinda Risen Sanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Bloomington, IN, holding Series 63 and 66 licenses with 14 years of industry experience. She has worked at IU Credit Union Investment Services since 2012. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary assets.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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James S

CFP®, Series 63

Bloomington, IN

LaSalle St. Investment Advisors, L.L.C.

James Spore is a CFP®-certified financial advisor with 33 years of industry experience. He has been with La Salle St. Securities, LLC since 1996. Spore is also involved in fixed insurance services through IU Credit Union Investment Services, Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, notable for a predominant allocation of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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