Richard Joseph Wilkens
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Nov 2023 to now
- Demarco Sciaccotta Wilkens & Dunleavy, LLPJul 2010 to now
- Forum Financial Management, LPFeb 2020 to Nov 2023
- Forum Financial Management, LPJan 2018 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4425944
- Firm CRD
- 109701