Sandra Catherine Evans
Financial advisor at Lasalle St. Investment Advisors, LLC · Carrollton, IL
Last updated 2026-10-10
Claim your profileSandra Catherine Evans is a financial advisor at Lasalle St. Investment Advisors, LLC in Carrollton, IL, CRD 1815682. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2017-01-04.
Registration
- CRD number
- 1815682
- Registration status
- Active
- IAPD registration
- 2017-01-04
- Industry Experience
- 9 years
- Work Experience
- 41 years
- States registered
- IL
Licenses and exams
- Series 63
- Series 66
Work history
- 1985-05 to Present · Carrollton Bank · Carrollton, IL
- 1992-08 to Present · La Salle St. Securities, Inc. · Carrollton, IL
Current employment
- Lasalle St. Investment Advisors, LLC · Elmhurst, IL
Lasalle St. Investment Advisors, LLC
- Regulatory AUM
- $5,742,301,554
- Registered advisors
- 161
- Offices
- 114
- Clients per advisor
- 88.7 (Moderate)
- Average AUM per client
- $402K (Low)
- High-net-worth client ratio
- 6.3% (Low)
Lasalle St. Investment Advisors, LLC: advisors, services and reported ETF investments
About
Sandra Catherine Evans is a financial advisor at Lasalle St. Investment Advisors, LLC in Carrollton, IL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 41 years of reported work history. Reported roles include La Salle St. Securities, Inc., Carrollton Bank.
SEC disclosures list additional business and community activities: Fixed Insurance; Carrollton Bank- 315 Sixth Street: Assistant vice president and trust officer; board member prairie council of aging.
Lasalle St. Investment Advisors, LLC's firm-level Form ADV reports 161 advisors across 114 offices; approximately 88.7 clients per advisor, average assets per client of $402,009, and regulatory AUM of $5.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $587.6M across 228 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Sandra Catherine Evans personally.
Reported ETF positions
Lasalle St. Investment reports 228 ETF positions worth $587.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $93.4M |
| SHV — iShares 0-1 Year Treasury Bond ETF | $45.8M |
| VUG — Vanguard Morningstar Growth ETF | $27.4M |
| VTV — Vanguard Morningstar Value ETF | $25.3M |
| SPY — SPDR S&P 500 ETF TRUST | $19.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Lasalle St. Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $1.1M | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $299K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lasalle St. Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
315 Sixth Street, Carrollton, IL 62016
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 630-600-0500
- Website: lasallest.com
Official record
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