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Marie Louise Kata

Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
25 yearsExperience
2 statesRegistered in
$5.7BFirm assets
37 yearsFirm in business

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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

25 years in the industry.

  1. Lasalle ST. Investment Advisors, L.L.C.Aug 2006 to now
  2. Lasalle St SecuritiesSep 2001 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (MN, WI).

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
2230454
Firm CRD
109701
Advisor's SEC record (opens in a new tab)
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