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Bruce Gene Vollrath

Lasalle ST. Investment Advisors, LLC

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About Bruce Gene Vollrath

Bruce Gene Vollrath is a registered investment advisor and securities representative. Bruce has been in the financial services industry since 1983. Bruce is currently registered with Lasalle St. Investment Advisors, LLC in Illinois. Bruce has held previous registrations with Prudential Securities Incorporated. He has earned the Series 3, Series 7, Series 63, and Series 65 licenses as well as the SIE. Bruce is licensed to provide investment advice and services in 20 states, and provides services to both individuals and institutions.

Firm Information

Bruce Vollrath 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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Bruce Vollrath’s Registration & Firm History

IL

05/22/2015 - Present

Lasalle ST. Investment Advisors, LLC (FRANKFORT IL)

NY

11/23/1983 - 09/04/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1984

Series 3 - National Commodity Futures Examination

BC

Issued 11/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Bruce Gene Vollrath. Review regulatory record here.
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