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Kelly D Hene

Lasalle ST. Investment Advisors, LLC

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About Kelly D Hene

Kelly Hene is a financial advisor registered with Lasalle St. Investment Advisors, LLC. Kelly has been in the financial services industry since 1999 and holds several licenses and certifications, including the Series 7, Series 31, Series 63, and Series 65 licenses. Kelly is also a Certified Financial Planner. Kelly has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Kelly provides financial planning and portfolio management services. Kelly is also registered with several states including Illinois, Nevada, Oregon, and Washington.

Firm Information

Kelly Hene 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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Kelly Hene’s Registration & Firm History

IL

11/21/2016 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

IL

06/01/2009 - 03/05/2012

MORGAN STANLEY SMITH BARNEY (CHICAGO IL)

IL

08/24/1999 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly D Hene.
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