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Patrick John Wagner

Lasalle ST. Investment Advisors, LLC

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About Patrick John Wagner

Patrick John Wagner is a registered investment advisor representative with Lasalle St. Investment Advisors, LLC in Elmhurst, Illinois. Patrick has been in the financial services industry since 1995 and is a Series 6, 63, 65, and SIE exam holder. In addition to his role with Lasalle St., Patrick is the owner of KT Colors, a custom framing and art supply retail store. Patrick offers financial planning and portfolio management for individuals and is a registered investment advisor in Illinois, Texas, Wisconsin, and Hawaii.

Firm Information

Patrick Wagner 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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Patrick Wagner’s Registration & Firm History

IL

06/13/2023 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

OH

10/04/1995 - 05/24/1996

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

IA

Issued 06/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/06/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick John Wagner.
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