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Jeffrey Edward Kamien

Lasalle ST. Investment Advisors, LLC

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About Jeffrey Edward Kamien

Jeffrey Kamien is a financial advisor who has been in the industry since 1994. Jeffrey is currently registered with LaSalle St. Investment Advisors, LLC and has been with them since 2011. Prior to this, Jeffrey was also registered with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Pruco Securities Corporation. Jeffrey has passed both the Series 63 and Series 65 exams, along with the SIE, Series 7 and Series 6. Jeffrey is also a registered representative in multiple states, including Florida, New York, and North Carolina.

Firm Information

Jeffrey Kamien 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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Jeffrey Kamien’s Registration & Firm History

IL

11/10/2022 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

NY

06/30/1994 - 01/12/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILLIAMSVILLE NY)

WI

06/30/1994 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NJ

02/28/1994 - 04/05/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Edward Kamien.
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