Mark Anton Groesbeck
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
13 yearsExperience
21 statesRegistered in
ChFC®, CFP® certificationDesignations
$5.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Dec 2024 to now
- Lasalle St. Securities, LLCDec 2024 to now
- Scf Investment Advisors, Inc.Aug 2013 to Dec 2024
- Scf Securities, Inc.Aug 2013 to Dec 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 21 states (AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MI, MN, MS, NC, NJ, OH, PA, TX, UT, VA).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1690996
- Firm CRD
- 109701