Gregory Shirk

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

FORT WAYNE, IN 46825

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CRD#: 5712039

Professional summary

Gregory Shirk, who also goes by Gregory L Shirk, Gregory Lee Shirk, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Fort Wayne, Indiana and LASALLE ST SECURITIES, L.L.C. located in Laotto, Indiana.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Gregory has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory L Shirk | Gregory Lee Shirk

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; Capital Investment Properties, LLC - for Rental Homes; JOINT POA WITH SISTER FOR HIS FATHER LaOtto Community Park Volunteer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Shirk'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

May 20, 2013 - Present

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

Office #1: 6315 Mutual Drive Suite F, Fort Wayne, IN 46825

RIA

CRD#: 109701

FORT WAYNE, IN

Current

May 15, 2013 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 6464 Merchants Drive Ste A, Laotto, IN 46763

CRD#: 7191

LaOtto, IN

Past

February 3, 2012 - April 17, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

FT. WAYNE, IN

Past

February 3, 2012 - April 17, 2013

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

FT. WAYNE, IN

Past

November 12, 2009 - February 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT WAYNE, IN

Past

November 11, 2009 - February 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT WAYNE, 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".

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
(7/15/2013)

IAR

Arizona
(7/15/2013)

IAR

Colorado
(6/28/2023)

IAR

Florida
(2/13/2024)

Florida
(7/25/2024)

Indiana
(5/16/2013)

IAR

Indiana
(5/20/2013)

IAR

Michigan
(6/10/2020)

Michigan
(12/7/2020)

IAR

North Carolina
(6/5/2013)

North Carolina
(7/2/2013)

Ohio
(5/30/2013)

IAR

Ohio
(5/30/2013)

IAR

Texas
(7/29/2021)

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: 11/6/2009

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: 10/16/2009

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

Gregory Shirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Shirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2009

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2009

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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