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Caedmon S. Meisenheimer

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Lawrence, MI 49064
Some features on this profile are disabled
CRD#: 7618501
CM

Professional summary

Caedmon S Meisenheimer, who also goes by Caed Meisenheimer, Caedmon Sears Meisenheimer, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in Lawrence, Michigan and LASALLE ST SECURITIES, L.L.C. located in Elmhurst, Illinois.

Caedmon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Caedmon has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Caed Meisenheimer | Caedmon Sears 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.
310 Wealth Planning, LLC: Grand Rapids, MI: Financial planning/advice/Fee based planning business as LSIA rep/Marketing/Operations/Content creations Go Mission Trip, LLC- assisting ministries, missionaries, pastors, and others with trip insurance, temporary health insurance, and others. working on a commission/hourly basis Fixed Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caedmon S 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®
None

Experience

Current

January 9, 2023 - Present

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

Office #1: 59757 48th Ave., Lawrence, MI 49064
RIA
CRD#: 109701
Lawrence, MI
Current

May 2, 2025 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 940 N. Industrial Dr., Elmhurst, IL 60126-1131
BD
CRD#: 7191
Elmhurst, 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".
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

IAR
California
(1/19/2023)
IAR
District of Columbia
(3/30/2023)
IAR
Florida
(9/23/2024)
IAR
Illinois
(1/9/2023)
IAR
Indiana
(1/10/2024)
IAR
Maine
(1/19/2023)
IAR
Michigan
(1/9/2023)
RR
Michigan
(5/20/2025)
IAR
Minnesota
(8/2/2023)
IAR
Ohio
(7/16/2023)
RR
Ohio
(5/23/2025)
IAR
Texas
(12/4/2024)
RR
Virginia
(6/27/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/20/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/7/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/28/2025
Securities Industry Essentials Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts11,941
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.

Company Information

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

CRD#: 109701Lawrence, MI 49064

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