Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Luebe is a financial advisor with LaSalle St. Investment Advisors, LLC. Grant has been in the financial services industry since 2012. Grant's experience includes providing financial advice and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Grant holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam certification. Grant also serves as a board member of the Birkey Investment Fund and is a member of the finance committee for the Wellington Heights Community Church. Grant's expertise lies in financial planning and portfolio management.
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.
1
2
IL
10/18/2023 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IA
02/22/2012 - 10/14/2014
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
BOTH
Issued 02/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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