Lasalle St. Recruits $100 Million Husband-and-Wife Advisor Team from Cetera
LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has recruited a husband-and-wife team of financial advisors in the Chicago area.
LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has recruited Roger and Rebecca Hannan, a husband-and-wife team of financial advisors in the Chicago area that oversee $100 million in client assets.
Founded in 1990 by Roger Hannan, the Libertyville, Illinois-based practice specializes in financial planning, asset management, wealth management and tax planning for pre-retirees and retirees. Both advisors are certified public accountants, while Roger Hannan holds a certified financial planner designation and Rebecca Hannan holds a personal financial specialist designation.
Both Hannans were previously affiliated with Cetera Financial Specialists and Cetera Investment Advisers. Following their transition to LaSalle St.’s broker-dealer and RIA platforms, they will operate their wealth management business under the LaSalle St. brands and continue to operate their tax consulting company as Hannan & Associates LLC.
LaSalle St. is comprised of LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports more than 300 financial advisors, has more than $12 billion in total client assets and is registered in all 50 states. The LaSalle St. companies offer a range of services, including brokerage, advisory, investment and insurance.
