Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 1974, LaSalle St. Securities has built a legacy of delivering personalized financial solutions to clients nationwide. With over $14 billion in assets under management and a network of 330+ registered professionals, we prioritize independence, transparency, and client-centric service. Our Indianapolis office, established in 2005, exemplifies our commitment to unbiased advice, offering access to a broad range of investment products and industry-leading platforms. We specialize in tailored wealth management strategies, including retirement planning, college funding, tax services, and risk management, ensuring clients receive balanced, diversified solutions. Our philosophy centers on building trust through one-on-one relationships, active listening, and aligning recommendations with individual goals.As a FINRA- and SIPC-member firm, we uphold rigorous regulatory standards while maintaining a focus on innovation and adaptability in a dynamic financial landscape. Our team of experienced advisors combines local expertise with national resources, empowering clients to pursue long-term financial success. By avoiding proprietary products, we ensure objectivity in crafting strategies that meet unique client needs. With decades of collective experience, our professionals are dedicated to fostering enduring relationships grounded in integrity and accountability. This approach has solidified our reputation as a trusted partner for individuals, businesses, and institutions seeking comprehensive financial guidance.
Services
Investment Planning
Retirement Strategies
Tax Services
College Funding
Life Insurance
Wealth Management
Brokerage Services
Advisory Solutions
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of experience in independent financial advisory services.
- Our unbiased approach avoids proprietary products for objective recommendations.
- We provide access to a comprehensive range of investment vehicles and platforms.
- Our team serves clients nationwide with localized expertise in Indianapolis.
- We prioritize personalized service through one-on-one client relationships.
Associations and certifications
- FINRA
- SIPC
Services
Investment Planning
We develop customized investment strategies using diverse vehicles like stocks, bonds, ETFs, and mutual funds. Our approach emphasizes risk management, diversification, and long-term growth tailored to individual financial goals. By leveraging industry-leading platforms, we help clients build and preserve wealth through dynamic market conditions while maintaining transparent communication throughout the investment process.
Retirement Strategies
Our retirement planning services encompass 401(k)s, IRAs, annuities, and employer-sponsored plans. We create personalized roadmaps to ensure financial security during retirement years, considering tax implications, income needs, and legacy goals. Through regular portfolio reviews and adjustments, we help clients navigate changing regulations and market environments to maximize their retirement readiness.
Tax Services
We offer comprehensive tax planning solutions for individuals and businesses, focusing on minimizing liabilities while maintaining compliance. Our strategies incorporate retirement account contributions, tax-efficient investments, and deductions optimization. By integrating tax considerations into overall financial plans, we help clients retain more of their hard-earned income across different life stages.
College Funding
Our college funding experts specialize in 529 plans, Coverdell IRAs, and custodial accounts to help families prepare for educational expenses. We balance growth potential with liquidity needs while considering financial aid implications. Through systematic planning, we aim to reduce student debt burdens and create sustainable education funding strategies aligned with family financial goals.
Life Insurance
We provide term, universal, and variable life insurance solutions to protect families and businesses. Our approach evaluates coverage needs based on income replacement, debt obligations, and legacy goals. We partner with top-rated carriers to offer policies that integrate with broader financial plans, ensuring clients maintain financial security for dependents across different life stages.
People
Matthew Nall
Branch Manager/Principal
With extensive experience in financial services, Matthew Nall leads the Indianapolis office, focusing on client relationships and team development. He ensures adherence to the firm's independent advisory philosophy while maintaining regulatory compliance.
Matthew Hood
Financial Advisor/Office Principal
As a financial advisor, Matthew Hood specializes in personalized wealth management strategies. He helps clients achieve financial goals through comprehensive planning, leveraging his expertise in investment vehicles and retirement solutions.
Mark Hemmerly
Financial Advisor
Mark Hemmerly provides tailored financial advice, focusing on retirement planning and investment management. He works closely with clients to develop strategies that align with their unique circumstances and long-term objectives.
Bradley Miller
Account Executive/Financial Advisor
Bradley Miller combines analytical expertise with client-focused service, offering investment solutions and financial planning guidance. He prioritizes understanding client needs to deliver actionable, results-driven recommendations.
Caty Sickles
Office Administrator
Caty Sickles manages office operations, ensuring efficient support for advisors and clients. Her organizational skills contribute to the seamless delivery of services while maintaining high standards of client communication.
Questions
What services does LaSalle St. Securities offer?
We provide investment advisory services, retirement planning, tax strategies, college funding solutions, life insurance, and wealth management through a wide range of financial products.
How is LaSalle St. Securities different from other firms?
Our independence allows unbiased advice without proprietary products, focusing solely on clients' best interests through personalized, comprehensive financial strategies.
In which areas do you operate?
We serve clients nationwide through a network of 330+ financial professionals across all 50 states, with a dedicated office in Indianapolis.
What is your investment approach?
We emphasize diversified portfolios tailored to individual goals, balancing risk management with growth potential using stocks, bonds, ETFs, and alternative investments.
