Eugene E. Welsh

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

Strongsville, OH 44136-3300

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CRD#: 2491454

Professional summary

Eugene Edward Welsh JR, who also goes by Eugene Edward Welshjr, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Strongsville, Ohio and LASALLE ST SECURITIES, L.L.C. located in Strongsville, Ohio.

Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Eugene has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eugene Edward Welshjr

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.

Business Ownership; Professional Management Inc.; Owner; tax preparation for corporate and personal tax returns.; Strongsville OH 44136; Not Investment Related; Aug 1980; 60+ hours per month; 60+ during trading hours/ Strophic, Inc.; Partner; Team practice, entity for managing operations for Aria Financial Group; Strongsville, OH 44136; Not Investment Related; May 2018; 60+ hours per month; 60+ during trading hours. Outside Employment; Professional Management Inc.; CPA; Not Investment Related; Aug 1980; 60+ hours per month; 60+ during trading hours. Tax Activities; Professional Management Inc.; corporate and personal tax return preparation; Aug 1980; Not Investment Related. Fixed Insurance LaSalle St Investment Advisors LLC - Advisory Business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Edward Welsh JR'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

November 8, 2019 - Present

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

Office #1: 10750 Pearl Rd Ste E1, Strongsville, OH 44136-3300

RIA

CRD#: 109701

Strongsville, OH

Current

November 8, 2019 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 10750 Pearl Rd Ste E1, Strongsville, OH 44136-3300

CRD#: 7191

Strongsville, OH

Past

February 14, 2014 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

STRONGSVILLE, OH

Past

February 14, 2014 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

STRONGSVILLE, OH

Past

July 7, 2000 - March 13, 2014

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

STRONGSVILLE, OH

Past

December 5, 1994 - March 13, 2014

WRP INVESTMENTS, INC.

CRD#: 7365

STRONGSVILLE, OH

Past

July 14, 1994 - December 12, 1994

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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

California
(11/8/2019)

Florida
(11/8/2019)

IAR

Florida
(9/9/2021)

Georgia
(11/8/2019)

Iowa
(8/26/2021)

Maine
(2/26/2024)

Maryland
(11/8/2019)

IAR

Maryland
(1/4/2023)

Michigan
(11/8/2019)

Mississippi
(11/8/2019)

North Carolina
(1/7/2022)

Ohio
(11/8/2019)

IAR

Ohio
(11/8/2019)

Virginia
(11/8/2019)

IAR

Virginia
(7/21/2021)

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

Series 63

Date: 10/29/2004

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: 12/1/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/1994

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.

Contact information

xxxxx@xxxx.xxx

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Eugene E. Welsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Edward Welsh JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2000

Series 6

Date: 7/13/1994

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

Contact information

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