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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Feltes is an investment advisor representative for Lasalle St. Investment Advisors, LLC. Ronald has been working in the securities industry since 1984 and has passed the Series 7, Series 24, Series 27, Series 52, Series 53, Series 63, Series 65, Series 99, and SIE exams. Ronald is registered in 38 states and has experience working with high-net-worth individuals, corporations, and pension plans. Ronald focuses on financial planning and portfolio management. Lasalle St. Investment Advisors, LLC is a registered investment adviser with offices in Elmhurst, Illinois and Hiawatha, Iowa.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
01/03/2022 - Present
Lasalle ST. Investment Advisors, LLC (Hiawatha IA)
IA
09/05/1990 - 05/14/2015
HEARTLAND INVESTMENT ASSOCIATES, INC. (HIAWATHA IA)
NA
12/14/1987 - 09/12/1990
F.J. GARBER & CO.
NA
11/11/1985 - 12/23/1987
PERPETUAL INVESTMENT ASSOCIATES
NA
03/22/1984 - 12/12/1985
BERTHEL, FISHER & FLEISCHMAN FINANCIAL SERVICES, INC.
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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