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Stanley Allen Klimek

Lasalle ST. Investment Advisors, LLC

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About Stanley Allen Klimek

Stanley Klimek is a financial advisor with over 40 years of experience in the industry. Stanley is currently registered with LaSalle St. Investment Advisors, LLC and has been in this role since July 2016. Stanley has a wide range of experience in the financial industry, having previously worked at firms such as Capital Securities Investment Corporation and Invest Financial Corporation. Stanley holds a variety of licenses and certifications, including Series 4, 7, 24, 52, 63, 79 and 99. Stanley specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Stanley is committed to providing his clients with personalized financial advice and services.

Firm Information

Stanley Klimek 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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Stanley Klimek’s Registration & Firm History

IL

07/19/2016 - Present

Lasalle ST. Investment Advisors, LLC (Oak Brook IL)

IL

04/30/1990 - 12/05/2016

CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)

WI

11/29/1983 - 05/23/1990

INVEST FINANCIAL CORPORATION (APPLETON WI)

NA

11/22/1982 - 09/30/1983

OLDE & CO., INCORPORATED

NA

01/03/1980 - 11/17/1982

CAPITAL LTD.

NA

11/04/1977 - 12/21/1977

COLIN, HOCHSTIN CO.

NA

07/19/1974 - 01/13/1976

A B D SECURITIES CORPORATION

NA

12/07/1971 - 06/17/1974

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

NA

03/17/1971 - 12/02/1971

THOMAS C. DRISCOLL AND COMPANY

NA

09/18/1969 - 04/13/1971

THE ILLINOIS COMPANY, INC.

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Licenses & Designations

BC

Issued 07/25/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/1982

Series 4 - Registered Options Principal Examination

BC

Issued 06/23/1982

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative 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 09/12/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stanley Allen Klimek.
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