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Jerrod Iven Spriet

Lasalle ST. Investment Advisors, LLC

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About Jerrod Iven Spriet

Jerrod Spriet is an investment advisor representative with Lasalle St. Investment Advisors, LLC. Jerrod has been in the industry since 2010 and holds the Series 63, 66, 7, 24 and SIE licenses. Jerrod is registered to provide investment advice in 25 states and has a variety of experience, including financial planning, pension consulting, and portfolio management for individuals. Jerrod is also president of TrustTime, Inc., a third-party administrator for retirement plans.

Firm Information

Jerrod Spriet 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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Jerrod Spriet’s Registration & Firm History

OR

04/24/2024 - Present

Lasalle ST. Investment Advisors, LLC (PENDLETON OR)

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Licenses & Designations

BOTH

Issued 10/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerrod Iven Spriet.
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