La Salle, IL Office

Team
Updated today

Client AUM

$16,737,158,470

Clients

51,650

Advisors

3

Of 1,464 advisors across 577 offices

Location

128 Bucklin St

La Salle IL 61301

Advisors at this office

3

Advisors at this office

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Edythe F

Series 63, Series 65

La Salle, IL

Principal Financial Services

Edythe Findlay is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 credentials. She has 32 years of industry experience, including roles at Wayland Financial Group and Principal Life Insurance Company. Outside of advising, she is involved in providing customer servicing and support for group qualified plan clients at Wayland Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Kathleen W

Series 63, Series 66

La Salle, IL

Principal Financial Services

Kathleen Wayland is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including roles at Principal Life Insurance Company since 2000 and running Wayland Financial Group since 2013. Her work also involves selling fixed life, disability, and long-term care insurance, as well as fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through multiple advisory and promoter arrangements.

Retired Founder/Business Owner
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Patrick S

Series 63, Series 65, Series 66

La Salle, IL

Principal Financial Services

Patrick Sullivan is a financial advisor at Principal Financial Services with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his role at Principal, he is involved with Wayland Financial Group, where he performs office administration and services accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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