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Kirk Alan Loomis

Lasalle ST. Investment Advisors, LLC

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About Kirk Alan Loomis

Kirk Loomis is an investment advisor representative associated with Lasalle St. Investment Advisors, LLC. Kirk Loomis has been in the industry since October 14, 1998. Kirk Loomis has passed the Series 6, 7, 31 and SIE exams, along with the Uniform Combined State Law Examination. The firm offers investment advice and financial planning services. The firm’s clients are comprised of corporations, individuals, charitable organizations and pension and profit-sharing plans.

Firm Information

Kirk Loomis 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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Kirk Loomis’s Registration & Firm History

IL

01/05/2023 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

OK

06/01/2009 - 06/25/2012

MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)

OK

12/12/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)

OK

12/14/1998 - 12/16/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)

IL

10/15/1998 - 07/20/1999

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BOTH

Issued 01/15/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kirk Alan Loomis.
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