Edward D. Luebe
Professional summary
Edward Duane Luebe, who also goes by Ed Luebe, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Hiawatha, Iowa and LASALLE ST SECURITIES, L.L.C. located in Hiawatha, Iowa.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Edward has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Duane Luebe's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2021 - Present
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Office #1: 2202 Heritage Green Drive, Hiawatha, IA 52233May 14, 2015 - Present
LASALLE ST SECURITIES, L.L.C.
Office #1: 2202 Heritage Green Dr, Hiawatha, IA 52233September 5, 1990 - May 14, 2015
HEARTLAND INVESTMENT ASSOCIATES, INC.
February 21, 1990 - March 15, 1990
F.J. GARBER & CO.
April 3, 1989 - March 6, 1990
AEGON USA SECURITIES INC.
September 10, 1987 - April 27, 1989
PERPETUAL INVESTMENT ASSOCIATES
Primary Firm SEC Registration
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD#: 109701 / SEC#: 801-33422
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/22/2015)
(1/3/2022)
(5/22/2015)
(5/22/2015)
(1/12/2022)
(5/22/2015)
(5/14/2015)
(1/3/2022)
(5/22/2015)
(11/21/2022)
(5/22/2015)
(5/14/2015)
(3/27/2018)
(5/22/2015)
(5/22/2015)
(2/10/2023)
(5/14/2015)
(1/3/2022)
(5/14/2015)
(3/17/2021)
(5/22/2015)
(10/21/2022)
(5/14/2015)
(5/22/2015)
(5/22/2015)
(5/22/2015)
(5/22/2015)
(11/9/2022)
(5/22/2015)
(1/3/2022)
(8/26/2021)
(8/1/2022)
(5/22/2015)
(4/17/2019)
(10/5/2023)
(5/14/2015)
(5/22/2015)
(5/14/2015)
(5/16/2016)
(9/13/2022)
(5/22/2015)
(5/22/2015)
(1/20/2022)
(5/22/2015)
(5/22/2015)
(5/22/2015)
(5/14/2015)
(7/21/2023)
(1/7/2022)
(8/26/2021)
(5/22/2015)
(5/14/2015)
(5/22/2015)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD#: 109701 / SEC#: 801-33422
Contact information
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,941 |
| AUM (Assets Under Management) | $ 4,346,509,887 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
