Daniel Schlesser has been CFO/Sec./Treas. of LaSalle St. Investment Advisors since November 1990, is a control person of the firm and directly owns between 50% and 75% of it.
Lasalle St. Investment Advisors, L.L.C. is an Elmhurst, IL firm with $5.74B under management, 14,284 clients and 146 advisers across 71 offices, as of its July 2026 filing.
Daniel Schlesser’s longest registration is the current one, 20 years at LaSalle St. Investment Advisors since 2006.
- Tilden Loucks & Woodnorth LLCAlso current– present · 7 yearsElmhurst, IL · Adviser representative · Firm CRD 106713
- – present · 20 yearsElmhurst, IL · Adviser representative · Firm CRD 109701
Investment adviser representative registrations
Daniel Schlesser is registered as an investment adviser representative in Illinois, since June 2006.
- IllinoisSince 7 June 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 55 | Limited Representative-Equity Trader Exam | 13 January 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 1999 |
| Series 24 | General Securities Principal Examination | 5 December 1996 |
| Series 7 | General Securities Representative Examination | 26 November 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 1992 |
| Series 27 | Financial and Operations Principal Examination | 29 April 1988 |
- Name
- Securities Trader Exam
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Daniel John Schlesser
- CRD
- 1788458
- Firm
- LaSalle St. Investment Advisors · CRD 109701
- Role
- CFO/Sec./Treas.
- Office
- 940 N. INDUSTRIAL DR., Elmhurst, IL 60126-1131
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Schlesser work?
Daniel Schlesser has been CFO/Sec./Treas. of Lasalle St. Investment Advisors, L.L.C. since November 1990, and is a control person of the firm.
Is Daniel Schlesser a financial advisor?
Yes. Daniel Schlesser has a current investment-adviser registration in Illinois, through LaSalle St. Investment Advisors since June 2006.
How many years of experience does Daniel Schlesser have?
Daniel Schlesser has 38 years in the financial industry, since May 1988, across 2 adviser firms.
What exams has Daniel Schlesser passed?
Daniel Schlesser has passed 8 licensing exams: the Series 27, Series 63, Series 7, Series 24, Series 65, Series 55, Series 57TO and Series 99TO. The earliest, the Series 27, was passed in April 1988. FINRA credited Daniel Schlesser with the SIE, which began in October 2018.
Where is Daniel Schlesser based?
Daniel Schlesser’s registered office is in Elmhurst, IL.
Is Daniel Schlesser registered with FINRA?
Yes. Daniel Schlesser has a current broker registration, under CRD 1788458.
Source: FINRA BrokerCheck
How can I verify Daniel Schlesser’s record?
Search CRD 1788458 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Schlesser’s full registration record.
