linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marie Louise Kata

Lasalle ST. Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marie? Claim Your Profile

About Marie Louise Kata

Marie Kata is an investment advisor representative at Lasalle St. Investment Advisors, LLC with over 28 years of experience. Marie is licensed to conduct securities business in Minnesota, North Dakota, Oklahoma, and Wisconsin. Marie specializes in investment management for individuals and pension consulting.

Firm Information

Marie Kata 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marie Kata’s Registration & Firm History

MN

08/16/2022 - Present

Lasalle ST. Investment Advisors, LLC (EDINA MN)

MO

08/28/1997 - 10/01/2001

EISNER SECURITIES, INC. (ST. LOUIS MO)

IA

04/24/1995 - 09/03/1997

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

CA

11/30/1993 - 02/07/1995

MONTANO SECURITIES CORPORATION (ORANGE CA)

MN

07/31/1992 - 12/31/1992

R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)

Not sure if Marie Louise Kata is right for you?

Licenses & Designations

IA

Issued 06/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marie Louise Kata. Review regulatory record here.
Not sure if Marie Louise Kata is right for you?