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Regan Alan Beaver

Lasalle ST. Investment Advisors, LLC

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About Regan Alan Beaver

Regan Beaver is an investment advisor representative at Lasalle St. Investment Advisors, LLC. Regan has been in the financial industry since 2003 and has a variety of experience, including providing financial planning services, managing portfolios for individuals, and working with pension plans. Regan holds a Series 63 and Series 65 license. Regan is also a licensed principal in Illinois.

Firm Information

Regan Beaver 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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Regan Beaver’s Registration & Firm History

IL

06/07/2006 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

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Licenses & Designations

IA

Issued 06/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/28/2005

Series 4 - Registered Options Principal Examination

BC

Issued 09/01/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/29/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2003

Series 3 - National Commodity Futures Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Regan Alan Beaver.
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