William Daniel Theis
Investment adviser representative at Lasalle Investment Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$133.6MFirm assets
Under 1 yearFirm 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Lasalle Investment Advisors, Inc.Jul 2017 to now
- Freedom Investors CorpSep 2008 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
Lasalle Investment Advisors, Inc.
$133.6MAssets managed
233Clients
5Advisers
Under 1 yearIn 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
- 4541180
- Firm CRD
- 109303