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Adam Tudor

Lasalle ST. Investment Advisors, LLC

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About Adam Tudor

Adam Tudor is a financial advisor with Lasalle St. Investment Advisors, LLC and has been in the industry since February 26, 2019. Adam holds the Series 6, 7, 63, 66 and SIE licenses and is registered to provide investment advice in Arizona, Colorado, Illinois, Indiana, North Carolina and Ohio. Adam Tudor is also a Certified Financial Planner™ professional. Adam has worked in the financial services industry for over 9 years. Before joining Lasalle St. Investment Advisors, LLC, Adam worked at FBL MARKETING SERVICES, LLC. Adam is a graduate of Indiana Wesleyan University.

Firm Information

Adam Tudor is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Tudor’s Registration & Firm History

IN

09/26/2023 - Present

Lasalle ST. Investment Advisors, LLC (Fort Wayne IN)

IN

08/12/2015 - 08/17/2016

FBL MARKETING SERVICES, LLC (Fort Wayne IN)

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Licenses & Designations

BOTH

Issued 05/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Tudor.
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