Landolt Securities, Inc.

Landolt Securities, Inc. (CRD# 28352) is a financial advisory firm headquartered in Oshkosh, WI. They manage $41,741,543 in 47 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $888,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, NC, OH, WI, WY

Financial Advisors at Landolt Securities, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey M. Batterson
CRD#: 2747931
Park City, UT
96
Wealthminder
score

Jeffrey Batterson (CRD# 2747931) is an Investment Advisor Representative working at Landolt Securities, Inc. in Park City, UT and has over 21 years of experience in the finance industry. Jeffrey Batterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan R. Derks
CRD#: 5008765
880 E. Paradise Dr., West Bend, WI 53095
93
Wealthminder
score

Nathan Derks (CRD# 5008765) is an Investment Advisor Representative working at Landolt Securities, Inc. in West Bend, WI and has over 8 years of experience in the finance industry.

3
Donald T. McKiernan
CRD#: 1305965
41412 N. Highway 83, Antioch, IL 60002
93
Wealthminder
score

Donald McKiernan (CRD# 1305965) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 33 years of experience in the finance industry.

4
Scott W. Turner
CRD#: 866513
41412 N. Highway 83, Antioch, IL 60002
93
Wealthminder
score

Scott Turner (CRD# 866513) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 38 years of experience in the finance industry.

5
Martin L. Yokosawa
CRD#: 1297489
41412 N. Highway 83, Antioch, IL 60002
93
Wealthminder
score

Martin Yokosawa (CRD# 1297489) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 29 years of experience in the finance industry.

6
Paul T. Pavelski
CRD#: 1843721
701 Oregon Street, Oshkosh, WI 54902
83
Wealthminder
score

Paul Pavelski (CRD# 1843721) is an Investment Advisor Representative working at Landolt Securities, Inc. in Oshkosh, WI and has over 27 years of experience in the finance industry.

7
John R. Gilling
CRD#: 724969
16800 W. Greenfield Ave, Brookfield, WI 53005
63
Wealthminder
score

John Gilling (CRD# 724969) is an Investment Advisor Representative working at Landolt Securities, Inc. in Brookfield, WI and has over 37 years of experience in the finance industry.

8
Giuseppe Del Vecchio
CRD#: 4623756
41412 N. Highway 83, Antioch, IL 60002
58
Wealthminder
score

Giuseppe Del Vecchio (CRD# 4623756) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 14 years of experience in the finance industry.

9
Frank J. Bodi
CRD#: 1107838
34305 Solon Rd., # 10, Solon, OH 44139
26
Wealthminder
score

Frank Bodi (CRD# 1107838) is an Investment Advisor Representative working at Landolt Securities, Inc. in Solon, OH and has over 32 years of experience in the finance industry.

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