Cari Ann Schulz
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
12 yearsExperience
6 statesRegistered in
$5.7BFirm assets
37 yearsFirm in business
Are you Cari Ann Schulz? Claim your profile
Contact this firm
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
12 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Jan 2023 to now
- Lasalle St. Securities, LLCJan 2023 to now
- UBS Financial Services Inc.Oct 2014 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, NC, NY, TX).
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
- 2217548
- Firm CRD
- 109701