Northbrook, IL Office

Team
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Latitude Advisors, LLC logo

Latitude Advisors, LLC

Multi-team

Firm-wide stats for Latitude Advisors, LLC

Total advisors

64

Across 49 offices

Clients per advisor

24 Very Low

Avg AUM per client

$324,426 Low

HNW client ratio

8% Low

About

Latitude Advisors serves individuals, high‑net‑worth clients, and a range of institutional and corporate clients, including pension and profit‑sharing plans, trusts, and charitable organizations. The firm offers financial planning and consulting, discretionary portfolio management (including custom portfolios and model portfolios), third‑party manager selection, and pension consulting and plan advisory services.

The firm constructs portfolios by combining client goals, time horizon and risk tolerance with in‑house and third‑party model strategies: its “Latitude” models emphasize valuation‑driven, multi‑asset tactical allocations while its “Navigator” models use momentum‑based, multi‑sleeve quantitative approaches, and it also employs model strategies sourced from external signal providers. Latitude generally manages new accounts on a discretionary basis and provides continuous monitoring and rebalancing, with the investment process potentially including short‑term trading and options in line with client objectives.

Distinctive operational features include a formal implementation and back‑office relationship with Focus Point Solutions, which supplies model portfolios, performance reporting and administrative services, and the firm’s use of third‑party signal providers for some strategies. The brochure also discloses that several advisory representatives have dual roles as registered representatives and licensed insurance agents and that the firm participates in revenue‑sharing and other economic arrangements with custodians and broker‑dealers—arrangements the firm identifies as potential conflicts of interest and describes in its disclosures; the firm manages roughly $566 million in client assets, with the vast majority handled on a discretionary basis.

Based on Latitude Advisors, LLC

Expertise

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Based on Latitude Advisors, LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on Latitude Advisors, LLC

Demographic focus

Approaching retirement Mid-Career Professionals

Based on Latitude Advisors, LLC

Location

650 Dundee Road, Ste 375

Northbrook IL 60062

Advisors at this office

4

Advisors at this office

user avatar

Jacob K

Series 63, Series 65

Northbrook, IL

Latitude Advisors, LLC

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at GWN Securities, Jeffrey Lasky Financial Services, Latitude Financial, and Hartman Home Team. He attended the University of Wisconsin-Madison from 2021 to 2025. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies combined with continuous portfolio monitoring and rebalancing.

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

Jeffrey L

Series 63, Series 65

Northbrook, IL

Latitude Advisors, LLC

Jeffrey Lasky is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has worked at Latitude Advisors since 2009 and previously held positions at Medallion Advisory Services, Genworth Financial Planning Corporation, and Cetera. In addition to his advisory role, he is an independent insurance agent focusing on fixed and health insurance and owns a related financial services holding company. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, often managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

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

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
user avatar

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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