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William Emil Bersbach

Lasalle ST. Investment Advisors, LLC

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About William Emil Bersbach

William Emil Bersbach is a financial advisor with Lasalle St. Investment Advisors, LLC. William has been working in the financial services industry since 1992. William specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. William is registered as a Registered Investment Advisor in Indiana. William is also registered as a Broker-Dealer in 11 states: California, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, South Carolina, Texas. William has a Series 65, Series 63 and Series 7 license.

Firm Information

William Bersbach 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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William Bersbach’s Registration & Firm History

IN

06/26/2024 - Present

Lasalle ST. Investment Advisors, LLC (Kokomo IN)

AZ

12/08/1992 - 12/20/2002

SPELMAN & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 01/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Emil Bersbach. Review regulatory record here.
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