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Richard Joseph Wilkens

Lasalle ST. Investment Advisors, LLC

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About Richard Joseph Wilkens

Richard Wilkens is a registered Investment Advisor Representative at LaSalle St. Investment Advisors, LLC with over 20 years of experience in the financial services industry. He specializes in providing financial planning and portfolio management services to individuals, families, and small businesses. Richard is a Certified Public Accountant (CPA) and has a deep understanding of accounting and tax principles. He is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals.

Firm Information

Richard Wilkens 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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Richard Wilkens’s Registration & Firm History

IL

11/06/2023 - Present

Lasalle ST. Investment Advisors, LLC (Frankfort IL)

IL

08/25/2004 - 10/27/2006

VIRCHOW KRAUSE CAPITAL, LLC (CHICAGO IL)

IL

09/13/2001 - 06/01/2004

WITAN SECURITIES, L.L.C. (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Joseph Wilkens.
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