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Kyle Andrew Platt

Lasalle ST. Investment Advisors, LLC

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About Kyle Andrew Platt

Kyle Andrew Platt is a registered investment advisor representative at LaSalle St. Investment Advisors, LLC. Kyle has been in the financial industry for over 13 years. Kyle has passed the Series 7, Series 66 and SIE exams. Kyle has been associated with LaSalle St. Investment Advisors, LLC since June 2024. Prior to joining LaSalle St. Investment Advisors, LLC, Kyle worked at Securities America, Inc., PNC INVESTMENTS, and Edward Jones. Kyle has experience working with high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit sharing plans, and charitable organizations. Kyle provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Kyle Platt 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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Kyle Platt’s Registration & Firm History

IL

06/13/2024 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

IN

11/02/2017 - 06/17/2024

SECURITIES AMERICA, INC. (NOBLESVILLE IN)

IN

10/24/2013 - 04/28/2017

PNC INVESTMENTS (INDIANAPOLIS IN)

IN

06/25/2010 - 09/26/2013

EDWARD JONES (CARMEL IN)

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Licenses & Designations

BOTH

Issued 07/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Andrew Platt.
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