Timothy Jon Reed
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
20 yearsExperience
5 statesRegistered in
ChFC®Designation
$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
20 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Nov 2007 to now
- Lasalle ST. Securities, L.L.C.Sep 2006 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (AZ, FL, MS, NC, NY).
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
- 2364340
- Firm CRD
- 109701