Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jakoblich is an Investment Advisor Representative at LaSalle Investment Advisors, Inc., a firm based in Pewaukee, WI. Susan has been working in the financial services industry since 2012. Susan is registered with the state of Wisconsin and holds the Series 65 license. Susan specializes in providing financial planning and portfolio management services for individuals and businesses. She is also a registered representative in Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
03/11/2024 - Present
Lasalle Investment Advisors, Inc. (PEWAUKEE WI)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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