Pewaukee, WI Quail Court Office
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LaSalle Investment Advisors, Inc.
Team
Firm-wide stats for LaSalle Investment Advisors, Inc.
About
LaSalle Investment Advisors is an independent, state-registered advisory firm that manages portfolios for individuals, trusts, business profit-sharing plans and retirement plans, serving a modest client base with roughly $133.6 million in assets under management. The firm provides portfolio management alongside financial planning, long-term financial analysis, tax preparation consulting and related advisory services.
Investment decisions are guided by detailed asset-allocation models that diversify across multiple asset classes and by analysis methods including fundamental, technical, charting and cyclical approaches; accounts are monitored quarterly and reviewed with clients as needed. LaSalle implements both long-term and short-term strategies and can manage accounts on a discretionary or non-discretionary basis, with the ability to accommodate client-directed restrictions.
The firm’s business model differs from many peers in that some representatives are also registered with a FINRA broker-dealer and can implement recommendations on a commission basis, and the firm discloses receipt of commission-based and ongoing (e.g., 12b-1) compensation on certain products. LaSalle also places insurance products through an independent insurance brokerage and offers an uncommon specialty, performance-fee account structure used to fund environmental-giving objectives, features that distinguish it from typical team advisory firms.
Based on LaSalle Investment Advisors, Inc.
Expertise
Based on LaSalle Investment Advisors, Inc.
Location
1133 Quail Court Suite 100
Pewaukee WI 53072
Advisors at this office
3
Advisors at this office
James F
Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
James Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with a Series 65 designation and three years of industry experience. He has worked at LaSalle since 2021 and previously held roles at Randstad and ISS. LaSalle Investment Advisors is an independent, state-registered firm managing portfolios for individuals, trusts, and retirement plans. The firm employs diversified asset-allocation models and multiple analytical approaches, offering both discretionary and non-discretionary account management along with financial planning and tax preparation consulting.
John F
Series 63, Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.
Susan J
Series 65
Pewaukee, WI
LaSalle Investment Advisors, Inc.
Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.
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