Timothy S. Meisenheimer

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

WARRENVILLE, IL 60555

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CRD#: 5586237

Professional summary

Timothy Stephen Meisenheimer, CFP®, who also goes by Tim Meisenheimer, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Warrenville, Illinois and LASALLE ST SECURITIES, L.L.C. located in Warrenville, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Meisenheimer

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; INDEPENDENT INSURANCE AGENT TO FINANCIAL PLANNING CLIENTS - 8/2008. LESS THEN 1 HOUR PER WEEK; LASALLE ST. INVESTMENT ADVISORS, LLC - RIA; KINGDOM ADVISORS, MEMBER,5/2014 NON-PROF ORG, WEBSITE W/RESOURCES, NO FIN INT, 0 TIME; www.livegivemore.com Non-investment-related website offering written content around generosity and giving. The DIY Retirement Plan- coaching videos for people that want to plan for their retirements without have an advisor/broker on their accounts. Wealth Beyond Riches - educational pod cast.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Stephen Meisenheimer'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

February 17, 2011 - Present

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

Office #1: 27575 Ferry Road Suite D, Warrenville, IL 60555

RIA

CRD#: 109701

WARRENVILLE, IL

Current

February 8, 2011 - Present

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

WARRENVILLE, IL

Past

August 28, 2009 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

NAPERVILLE, IL

Past

December 16, 2008 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

NAPERVILLE, 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

IAR

Arizona
(11/14/2023)

California
(1/4/2023)

IAR

California
(5/18/2023)

IAR

Florida
(7/8/2021)

Florida
(11/5/2021)

Georgia
(1/26/2012)

IAR

Georgia
(7/17/2012)

Illinois
(2/8/2011)

IAR

Illinois
(2/17/2011)

IAR

Indiana
(11/19/2020)

Indiana
(1/19/2022)

IAR

Iowa
(11/28/2016)

Iowa
(12/6/2021)

IAR

Kansas
(10/21/2022)

Maine
(1/4/2023)

Michigan
(2/9/2011)

IAR

Michigan
(3/30/2018)

Minnesota
(8/2/2018)

IAR

Minnesota
(4/14/2023)

New Jersey
(6/5/2023)

IAR

New Jersey
(6/6/2023)

New York
(12/11/2015)

North Carolina
(1/19/2022)

IAR

North Carolina
(4/8/2024)

Ohio
(2/9/2011)

IAR

Ohio
(11/5/2012)

IAR

Oregon
(3/8/2025)

IAR

South Carolina
(7/6/2020)

South Carolina
(1/3/2022)

IAR

Texas
(11/18/2020)

Texas
(1/19/2022)

Virginia
(8/26/2021)

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

IAR

Series 66

Date: 2/18/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2008

General Securities 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

Timothy S. Meisenheimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Stephen Meisenheimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2009

SIE

Date: 10/1/2018

Series 7

Date: 12/15/2008

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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