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Craig Lee Dunn

Lasalle ST. Investment Advisors, LLC

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About Craig Lee Dunn

Craig Lee Dunn has been in the financial services industry since 1982. Craig Dunn is currently registered with Lasalle St. Investment Advisors, LLC. Craig Dunn has previously been registered with Edward D. Jones & Co., L.P., First Affiliated Securities, Inc., and Spelmen & Co., Inc. Craig Dunn specializes in portfolio management for individuals, financial planning, and pension consulting.

Firm Information

Craig Dunn 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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Craig Dunn’s Registration & Firm History

IN

06/26/2024 - Present

Lasalle ST. Investment Advisors, LLC (Kokomo IN)

AZ

06/01/1990 - 12/20/2002

SPELMAN & CO., INC. (PHOENIX AZ)

CA

05/31/1989 - 06/07/1990

FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)

CA

10/12/1984 - 05/31/1989

FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)

NA

08/26/1982 - 10/12/1984

EDWARD D. JONES & CO., L.P.

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Licenses & Designations

IA

Issued 08/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Craig Lee Dunn. Review regulatory record here.
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