Kirk A. Loomis

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

Oklahoma City, OK 73102

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CRD#: 3052369

Professional summary

Kirk Alan Loomis is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Oklahoma City, Oklahoma and LASALLE ST SECURITIES, L.L.C. located in Oklahoma City, Oklahoma.

Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Kirk has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.-RIA; FIXED INSURANCE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Alan Loomis'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

July 27, 2012 - Present

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

Office #1: 204 N. Robinson Suite 2400, Oklahoma City, OK 73102

RIA

CRD#: 109701

Oklahoma City, OK

Current

June 8, 2012 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 204 N. Robinson Suite 2400, Oklahoma City, OK 73102

CRD#: 7191

Oklahoma City, OK

Past

June 1, 2009 - June 25, 2012

MORGAN STANLEY

RIA

CRD#: 149777

OKLAHOMA CITY, OK

Past

June 1, 2009 - June 25, 2012

MORGAN STANLEY

CRD#: 149777

OKLAHOMA CITY, OK

Past

December 12, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OKLAHOMA CITY, OK

Past

December 12, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

OKLAHOMA CITY, OK

Past

February 9, 1999 - December 16, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OKLAHOMA CITY, OK

Past

December 14, 1998 - December 16, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OKLAHOMA CITY, OK

Past

October 15, 1998 - July 20, 1999

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, 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

Colorado
(9/23/2024)

Florida
(7/9/2012)

Kansas
(4/4/2023)

IAR

Kansas
(4/4/2023)

Montana
(5/16/2025)

IAR

Montana
(5/22/2025)

IAR

Ohio
(6/6/2024)

Oklahoma
(6/8/2012)

IAR

Oklahoma
(7/27/2012)

Texas
(3/4/2013)

IAR

Texas
(1/5/2023)

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: 1/15/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/28/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/8/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/22/1998

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

Kirk A. Loomis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Alan Loomis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/1999

SIE

Date: 10/1/2018

Series 31

Date: 12/28/2005

Series 7

Date: 12/8/1998

Series 6

Date: 5/22/1998

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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