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Shaena Leigh Yorke

Lasalle ST. Investment Advisors, LLC

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About Shaena Leigh Yorke

Shaena Leigh Yorke is a financial advisor with over 20 years of experience in the industry. Shaena is currently registered as a Registered Representative with Lasalle St. Investment Advisors, LLC. Shaena holds the Series 6, Series 7, and Series 63 licenses. Shaena previously worked at Ameriprise Financial Services, Inc. and WRP Investments, Inc. Shaena specializes in providing financial planning, portfolio management for individuals and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Shaena Yorke 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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Shaena Yorke’s Registration & Firm History

OH

11/08/2019 - Present

Lasalle ST. Investment Advisors, LLC (Strongsville OH)

OH

02/14/2014 - 11/08/2019

AMERIPRISE FINANCIAL SERVICES, INC. (STRONGSVILLE OH)

OH

07/24/2001 - 03/13/2014

WRP INVESTMENTS, INC. (STRONGSVILLE OH)

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Licenses & Designations

BC

Issued 09/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shaena Leigh Yorke.
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