Kimberly Matley-threat
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
10 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
10 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Dec 2025 to now
- Lam Enterprises LLC dba Link Financial AdvisoryMar 2023 to now
- Securities America, Inc.Mar 2017 to Mar 2023
- Bryan Davis (insurance Agent) Hornor, Townsend, & KentOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6719343
- Firm CRD
- 109701