Northbrook, IL Office

Team
Updated today

Client AUM

$494,750,000

Clients

1,525

Advisors

4

Of 65 advisors across 50 offices

Location

650 Dundee Road, Ste 375

Northbrook IL 60062

Advisors at this office

4

Advisors at this office

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Jacob K

Series 65, Series 63

Northbrook, IL

Latitude Advisors, LLC

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC in Northbrook, IL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Latitude Advisors, he has had roles at GWN Securities, Jeffrey Lasky Financial Services, and Latitude Financial. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans, offering financial planning, discretionary portfolio management using in-house and third-party model strategies, and pension consulting services.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Jeffrey L

Series 63, Series 65

Northbrook, IL

Latitude Advisors, LLC

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Michele H

Series 66

Northbrook, IL

Latitude Advisors, LLC

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Stuart L

ChFC®, Series 66

Northbrook, IL

Latitude Advisors, LLC

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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