Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 1974, our firm has built a legacy of delivering personalized financial solutions to clients nationwide. As an independent broker/dealer registered in all 50 states, we manage over $14 billion in assets through a network of 330 registered professionals. Our Indianapolis office, established in 2005, exemplifies our commitment to unbiased financial guidance, free from proprietary investment products. We specialize in crafting tailored strategies that prioritize balance, diversification, and risk management across investment vehicles, retirement planning, and wealth management. With decades of collective experience, our team focuses on understanding individual client needs through one-on-one consultations.Our philosophy centers on building trust through transparent communication and maintaining rigorous professional standards. We offer access to a comprehensive suite of services including college funding strategies, tax planning, and insurance solutions. Backed by FINRA and SIPC memberships, we ensure regulatory compliance while maintaining operational integrity. Our technology platforms empower advisors to deliver efficient, data-driven recommendations. This enduring approach has sustained client relationships for generations, reinforcing our position as a trusted industry leader.
Services
Investment Planning
Retirement Accounts
College Funding
Tax Advisory
Wealth Management
Insurance Solutions
Portfolio Diversification
Risk Assessment
Annuity Products
Brokerage Services
Details
- Year established: 1974
Highlights and features
- We operate as an independent broker/dealer with no proprietary investment products.
- Our team has over 50 years of combined industry experience.
- We offer access to a comprehensive range of investment vehicles and planning tools.
- Our client-first approach emphasizes personalized financial strategies.
- We maintain rigorous compliance standards through FINRA and SIPC memberships.
Associations and certifications
- FINRA
- SIPC
Services
Investment Planning
We develop customized investment strategies using stocks, bonds, mutual funds, and ETFs to align with client financial goals. Our approach emphasizes diversification and risk management while leveraging industry-leading platforms. Advisors create tailored portfolios that balance growth potential with capital preservation.
Retirement Accounts
Our retirement planning services include 401(k), IRA, and SEP account management with tax-efficient withdrawal strategies. We help clients optimize employer-sponsored plans and individual retirement accounts through personalized contribution schedules and asset allocation.
College Funding
We implement 529 plans and custodial accounts to address education funding needs. Our strategies coordinate with overall financial plans while minimizing impact on financial aid eligibility. We provide projections for tuition costs and savings requirements.
Tax Advisory
Our tax services focus on minimizing liabilities through strategic investment decisions and retirement account management. We coordinate with external CPAs to optimize tax-deferred growth opportunities and implement tax-loss harvesting techniques for brokerage accounts.
Wealth Management
We offer comprehensive wealth management combining investment advisory services with estate planning considerations. Our professionals utilize mutual funds, annuities, and alternative investments to build diversified portfolios aligned with long-term financial objectives and risk tolerance levels.
People
Matthew Nall
Branch Manager/Principal
Matthew Nall leads the Indianapolis office with over 25 years of financial services experience, specializing in retirement planning and portfolio management for high-net-worth individuals.
Matthew Hood
Financial Advisor/Office Principal
As a financial advisor, Matthew Hood focuses on personalized investment strategies and retirement income planning, leveraging his decade of experience in wealth management solutions.
Bradley Miller
Account Executive
Bradley Miller provides investment advisory services with expertise in portfolio diversification and risk assessment strategies for individual and institutional clients.
Mark Hemmerly
Financial Advisor
Mark Hemmerly specializes in retirement planning and tax-efficient investment strategies, bringing 15 years of experience in guiding clients through complex financial decisions.
Caty Sickles
Office Administrator
Caty Sickles manages office operations with over 10 years of experience in financial services administration, ensuring seamless support for advisors and client services.
Questions
What services does LaSalle St. Securities offer?
We provide investment advisory services, retirement planning, college funding strategies, tax planning, and wealth management solutions through a range of brokerage products.
Are you affiliated with any regulatory organizations?
Yes, we are a member of FINRA and SIPC, ensuring compliance with industry standards and protection for client accounts.
Do you offer retirement account management?
We specialize in managing 401(k)s, IRAs, SEP plans, and other retirement accounts with personalized investment strategies and tax-efficient withdrawal plans.
How does your investment approach differ from other firms?
As an independent broker/dealer, we offer unbiased recommendations without proprietary products, focusing on diversified solutions tailored to individual client needs.
Can I access college funding planning services?
Yes, we implement 529 plans and custodial accounts while coordinating education savings with overall financial planning objectives.
