Jeffrey J. Kinzler

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Bannockburn, IL 60015

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CRD#: 2136855

Professional summary

Jeffrey John Kinzler, who also goes by Jeff Kinzler, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Bannockburn, Illinois and LASALLE ST SECURITIES, L.L.C. located in Bannockburn, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Kinzler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JEFFREY J. KINZLER - Retirement Service Group (Fixed Insurance) - 02/2011 START DATE - NIR - INSURANCE AGENT THAT OFFERS (FOR COMMISSIONED PRODUCTS ONLY)- SEE "INSURANCE RELATED ACTIVITY" BELOW FOR "INSURANCE TYPES" - FOR THESE BROKERAGE AGENCY: KME INSURANCE, HUNKEN AGENCY, MASS MUTUAL, FLEXIBLE BENEFITS (BLUE CROSS BLUE SHIELD HEALTH INSURANCE). - SALES AND SERVICE OF FIXED LIFE INSURANCE, PERSONAL DISABILITY INCOME INSURANCE, INDIVIDUAL HEALTH INSURANCE, LONG-TERM CARE INSURANCE. - SOLE PROP - 10 HR/MO DURING TRADING 2) LaSalle St Investment Advisor - Advisory

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Kinzler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 11, 2020 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Office #1: 2217b Lakeside Drive, Bannockburn, IL 60015

RIA

CRD#: 109701

Bannockburn, IL

Current

September 11, 2020 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 2217b Lakeside Drive, Bannockburn, IL 60015

CRD#: 7191

Bannockburn, IL

Past

January 27, 2011 - September 11, 2020

SSN ADVISORY, INC.

RIA

CRD#: 126090

NORTH BROOK, IL

Past

January 27, 2011 - September 11, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Salem, WI

Past

December 1, 2005 - January 31, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SKOKIE, IL

Past

January 6, 1992 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

July 29, 1991 - January 31, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SKOKIE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/11/2020)

IAR

Arizona
(10/4/2021)

Arkansas
(9/11/2020)

IAR

California
(8/26/2021)

California
(11/5/2021)

Colorado
(9/11/2020)

IAR

Connecticut
(10/26/2022)

Florida
(9/11/2020)

IAR

Florida
(8/30/2021)

Georgia
(9/11/2020)

Illinois
(9/11/2020)

IAR

Illinois
(9/11/2020)

Indiana
(9/11/2020)

IAR

Indiana
(2/17/2022)

Iowa
(9/11/2020)

IAR

Kansas
(10/21/2022)

Michigan
(9/11/2020)

IAR

Minnesota
(5/29/2025)

Missouri
(9/11/2020)

Montana
(9/11/2020)

IAR

Montana
(11/17/2020)

Nebraska
(9/11/2020)

New York
(9/11/2020)

IAR

New York
(1/6/2025)

North Carolina
(9/11/2020)

IAR

North Carolina
(9/21/2020)

IAR

Oregon
(10/13/2023)

Tennessee
(9/11/2020)

Utah
(5/27/2021)

IAR

Utah
(6/6/2023)

Washington
(9/11/2020)

IAR

Washington
(11/19/2024)

Wisconsin
(9/11/2020)

IAR

Wisconsin
(9/11/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/30/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

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.

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Firm Stability Insights

Jeffrey J. Kinzler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Kinzler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2005

Series 63

Date: 2/12/1992

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2005

Series 6

Date: 7/25/1991

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

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