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Scott Robert Uebelhoer

Lasalle ST. Investment Advisors, LLC

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About Scott Robert Uebelhoer

Scott Robert Uebelhoer is an investment advisor representative who has been in the financial services industry since 2009. Scott is registered with LaSalle ST. Investment Advisors, LLC and has been with the firm since 2022. Prior to that, Scott worked at Securities America, Inc. and Invest Financial Corporation. Scott holds Series 7, Series 66, and SIE licenses and is registered in several states. Scott specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Scott Uebelhoer 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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Scott Uebelhoer’s Registration & Firm History

IL

11/08/2022 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

NY

12/01/2017 - 11/02/2022

SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)

NY

01/28/2013 - 12/04/2017

INVEST FINANCIAL CORPORATION (WILLIAMSVILLE NY)

NY

01/14/2009 - 01/22/2013

PARK AVENUE SECURITIES LLC (BUFFALO NY)

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Licenses & Designations

BOTH

Issued 02/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Robert Uebelhoer.
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