KP
Kyle A. Platt
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Indianapolis, IN 46240
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CRD#: 5792314
KP
Professional summary
Kyle Andrew Platt, who also goes by Kyle Platt, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Indianapolis, Indiana and LASALLE ST SECURITIES, L.L.C. located in Indianapolis, Indiana.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Platt
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.
***PRIVATE CAPITAL MANAGEMENT GROUP INC - DBA ***PRIVATE CAPITAL MANAGEMENT GROUP INC. POSITION: Producer NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/15/2017 ADDRESS: 835 Conner St, Noblesville IN 46060 DESCRIPTION: Prospect and sell insurance products for clients. ***PCCG REAL ESTATE LLC POSITION: Owner/property manager NATURE: I purchased a building for my CPA firm to operate from going forward. The closing occurred 12/29/2020. It is owned by a single member LLC, and rents space to my CPA firm as well as other tenants. The other tenants are not securities clients, nor are they investment advisors themselves. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/29/2020 ADDRESS: 9951 Crosspoint Blvd Suite 100, Indianapolis IN 46256 DESCRIPTION: I am the new property owner and property manager. I will responsible for paying the mortgage on the building, paying utilities, collecting rent, and finding new tenants as applicable. ***PRIVATE CONSULTING & CPA GROUP, LLC POSITION: Owner/CPA NATURE: CPA - accounting, bookkeeping, payroll and tax services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2017 ADDRESS: 9951 Crosspoint Blvd Suite 100, Indianapolis IN 46256 DESCRIPTION: We offer consulting, bookkeeping, tax preparation, and other accounting services. ***WESTWIND II HOMEOWNERS ASSOCATION LLC POSITION: Volunteer at-large board member NATURE: Owner's association board member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 3200 Broadmoor Ave SE, Grand Rapids MI 49512 DESCRIPTION: I have been asked to join the board of a condo/timeshare we have owned since 2005. It is an unpaid position consisting of a monthly phone call to discuss operations of the resort. I will not be in control of or able to access any funds. Fixed Insurance
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Andrew Platt'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
June 13, 2024 - Present
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Office #1: 8555 River Road Suite 300, Indianapolis, IN 46240RIA
CRD#: 109701
Indianapolis, IN
Current
June 13, 2024 - Present
LASALLE ST SECURITIES, L.L.C.
Office #1: 8555 River Road Suite 470, Indianapolis, IN 46240BD
CRD#: 7191
Indianapolis, IN
Past
November 2, 2017 - June 17, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NOBLESVILLE, IN
Past
November 2, 2017 - June 17, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
NOBLESVILLE, IN
Past
October 24, 2013 - April 28, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
INDIANAPOLIS, IN
Past
October 24, 2013 - April 28, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
INDIANAPOLIS, IN
Past
July 13, 2010 - September 26, 2013
EDWARD JONES
RIA
CRD#: 250
CARMEL, IN
Past
June 25, 2010 - September 26, 2013
EDWARD JONES
BD
CRD#: 250
CARMEL, 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
Indiana(6/13/2024)
IAR
Indiana(6/13/2024)
Exams
State Security Law 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.
