KW
Kurt E. Weiper
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
INIDANAPOLIS, IN 46240
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CRD#: 5477692
KW
Professional summary
Kurt Edward Weiper is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Inidanapolis, Indiana and LASALLE ST SECURITIES, L.L.C. located in Indianapolis, Indiana.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kurt has worked at 2 firms and has passed the Series 65, Series 63, SIE, 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.
FIXED INSURANCE; LASALLE ST. INVESTMENT ADVISORS, L.L.C.-RIA KW Financial, Inc Finance Committee member at daughters school. Orchard School 403(b) committee member Mission Haiti Medical- Gift Committee. Create, review and administer gift policy for the Mission Haiti Medical non-profit
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Edward Weiper's 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®
NoneExperience
Current
January 17, 2013 - Present
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Office #1: 8555 N. River Rd. Suite 470, Inidanapolis, IN 46240RIA
CRD#: 109701
INIDANAPOLIS, IN
Current
January 22, 2008 - Present
LASALLE ST SECURITIES, L.L.C.
Office #1: 8555 River Road Suite 470, Indianapolis, IN 46240BD
CRD#: 7191
Indianapolis, IN
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".
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
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.RR
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
RR
Arizona(3/11/2014)
IAR
Arizona(10/28/2016)
RR
California(10/8/2012)
IAR
California(9/26/2013)
RR
Colorado(2/23/2024)
IAR
Colorado(8/8/2024)
RR
District of Columbia(10/7/2016)
RR
Florida(8/18/2016)
IAR
Florida(7/31/2019)
RR
Illinois(6/24/2011)
IAR
Illinois(2/26/2015)
RR
Indiana(2/4/2008)
IAR
Indiana(1/17/2013)
RR
Kentucky(1/2/2014)
IAR
Kentucky(4/18/2016)
IAR
Maryland(8/17/2020)
RR
Michigan(7/26/2012)
IAR
Michigan(12/23/2015)
RR
Missouri(2/27/2019)
IAR
Missouri(2/20/2020)
RR
New York(6/18/2015)
IAR
New York(5/14/2021)
RR
Ohio(5/20/2013)
IAR
Ohio(3/29/2023)
IAR
South Carolina(6/3/2025)
IAR
Texas(4/30/2019)
RR
Texas(6/11/2024)
IAR
Wisconsin(2/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD#: 109701 / SEC#: 801-33422
RIA
Registered Investment Advisory firm - (2/10/1989 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 11,941 |
| AUM (Assets Under Management) | $ 4,346,509,887 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
