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Kyle Patrick Jennings

Investment Adviser Representative at Lasalle St. Investment Advisors, L.L.C.

Willow Grove, PACRD #6888061Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Patrick Jennings is an investment adviser representative with Lasalle St. Investment Advisors, L.L.C. in Willow Grove, PA, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with Retirement Planning Specialists. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Maine, Michigan, New Jersey, New York, Ohio, and Pennsylvania.

Office

1000 Easton Road
Willow Grove, PA 19090

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Maine, Michigan, New Jersey, New York, Ohio, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/30/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Lasalle St. Investment Advisors, L.L.C.Current
5/5/2021 – Willow Grove, PA
Retirement Planning Specialists
4/30/2019 – 12/31/2021Willow Grove, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Retirement Planning Specialists, Inc
    Jan 2018 – no end date reportedWillow Grove, PA
  2. Chickies N' Petes
    Aug 2013 – no end date reportedBensalem, PA
  3. Sarrapo's Pizza
    Jan 2010 – Jan 2018Croydon, PA
  4. LaSalle St Investment Advisors LLC
    May 2021 – no end date reportedElmhurst, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Lasalle St. Investment Advisors, L.L.C.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • LAMP $0-$250,0002.50%
  • LAMP $250,001-$500,0002.25%
  • LAMP $500,001-$1,000,0002.00%
  • LAMP $1,000,001-$2,000,0001.80%

+10 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
162
Offices listed on AdvisorFinder:
26
Main office:
Elmhurst, IL
SEC file number:
801-33422

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 29, 2026

View full firm profile

Other advisors at Lasalle St. Investment Advisors, L.L.C.

Showing 12 of 162 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Patrick Jennings has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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