Unclaimed
Aaron Armstrong is a registered investment advisor representative with Lasalle St. Investment Advisors, LLC. He is licensed to provide investment advice in Illinois, North Carolina and Wisconsin. He has been in the industry since 2022 and has earned his Series 7TO, Series 66 and SIE licenses. Aaron holds a position as an associate professor of engineering at the Milwaukee School of Engineering and has experience as an engineering consultant and Fixed Insurance. He specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
07/29/2022 - Present
Lasalle ST. Investment Advisors, LLC (Wauwatosa WI)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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