Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Luebe is an Investment Advisor Representative at Lasalle St. Investment Advisors, LLC. Edward has been in the financial industry since 1988 and has experience with individuals, high net worth individuals, corporations and businesses, and pension and profit-sharing plans. The firm provides financial planning, pension consulting, and portfolio management for individuals. Edward has a Series 6, 7, 27, 63, 65, and SIE license. Edward's main office is located in Elmhurst, Illinois.
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
IA
07/21/2023 - Present
Lasalle ST. Investment Advisors, LLC (Hiawatha IA)
IA
09/05/1990 - 05/14/2015
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
NA
02/21/1990 - 03/15/1990
F.J. GARBER & CO.
IA
04/03/1989 - 03/06/1990
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
NA
09/10/1987 - 04/27/1989
PERPETUAL INVESTMENT ASSOCIATES
IA
Issued 03/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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