AP
CFP
AP
CFP

Andrew Palomo

17 Years of Experience
BrokerSells Insurance

Andrew Palomo is a CFP-designated registered investment advisor, based in Elmhurst, IL, with 17 years of industry experience.

Location

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is a board member at large for the American Legion Post 42 Charitable Foundation, spending minimal time. He also owns The Palomo Gulch, LLC (holding family property), Pillar Financial Advisors (DBA for his financial planning practice), and 224 Marion St LLC (created to hold investment property). Andrew also does occasional insurance sales as needed for financial planning.

Employment History
Current Registrations
Lasalle St Securities, L.L.C.
April 2025 - Present · 1 yr
Lasalle St. Investment Advisors, L.L.C.
April 2025 - Present · 1 yr
Lasalle St Securities, L.L.C.Broker
April 2025 - Present · 1 yr
Previous Registrations
Osaic Advisory Services, LLC
November 2024 - April 2025 · 5 mos
Osaic Wealth, INC.Broker
June 2024 - April 2025 · 10 mos
Arbor Point Advisors
August 2019 - November 2024 · 5 yrs 3 mos
Securities America, INC.Broker
August 2019 - June 2024 · 4 yrs 10 mos
Cetera Advisor Networks LLC
January 2018 - August 2019 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
August 2017 - August 2019 · 2 yrs
Cwm, LLC
August 2017 - August 2019 · 2 yrs
Sequoia Wealth Management, LLC
December 2014 - August 2017 · 2 yrs 8 mos
LPL Financial LLCBroker
December 2014 - August 2017 · 2 yrs 8 mos
Ausdal Financial Partners, INC.Broker
June 2010 - December 2014 · 4 yrs 6 mos
Ausdal Financial Partners, INC.
June 2010 - December 2014 · 4 yrs 6 mos
LPL Financial Corporation
September 2009 - July 2010 · 10 mos
LPL Financial CorporationBroker
September 2009 - July 2010 · 10 mos
Waterstone Financial Group, INC.
May 2009 - September 2009 · 4 mos
Waterstone Financial Group, INC.Broker
January 2009 - September 2009 · 8 mos
State Registrations25 states
AZCACOFLGAILINKYMDMIMNMOMTNCNJNVOHOKPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Palomo - Financial Advisor | TrueAdvisor