LaSalle St., a family of wealth management firms, has recruited Retirement Services Group, a Northbrook, Illinois-based practice specializing in profit sharing and 401(k) plans that oversees approximately $625 million in assets.
Retirement Services Group was founded in 1993 by Peter Kearney, who has more than 25 years of experience in wealth and investment management and also serves on the American Funds Advisory Council. According to his BrokerCheck profile, he spent more than 10 years with Securities Service Network and SSN Advisory before joining LaSalle.
The team also includes Jeff Kinzler, a financial advisor with 30 years of industry experience who specializes in working with individuals and business owners during pre- and post-retirement. The firm recently added Patrick Kearney, a 2016 graduate of the University of Notre Dame.
Retirement Services Group provides services for small and medium-size companies in need of profit sharing and 401(k) retirement plans. These include plan consultation and design, annual investment review and analysis, education and promotion of plans to employees, as well as administration and recordkeeping.
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. LaSalle St. supports more than 300 financial advisors, has approximately $10 billion in total client assets, and is registered in all 50 states.