Charles Hartman (CRD# 2643962) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 28 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Geneva, IL | Nov 2017 - Current | 6 |
| Leelyn Smith, LLC | Geneva, IL | Mar 1999 - Current | 25 |
| National Planning Corporation | Geneva, IL | Jan 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- IL
-
Total Assets Under Management603MILLIONS
-
Total Number of Accounts1,416ACCOUNTS
-
Average Account Value$426,104
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IA, IL, IN, MI, NC, NH, NV, OH, SC, TN, TX, VA, WI
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