Landolt Securities, Inc.

Landolt Securities, Inc. (CRD# 28352) is a financial advisory firm headquartered in Oshkosh, WI. They manage $45,894,723 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $936,627
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, WI

Financial Advisors at Landolt Securities, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey M. Batterson
CRD#: 2747931
41412 N. Highway 83, Antioch, IL 60002
96
Wealthminder
score

Jeffrey Batterson (CRD# 2747931) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 20 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
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 32 years of experience in the finance industry.

3
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 37 years of experience in the finance industry.

4
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 27 years of experience in the finance industry.

5
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 26 years of experience in the finance industry.

6
John R. Gilling
CRD#: 724969
41412 N. Highway 83, Antioch, IL 60002
63
Wealthminder
score

John Gilling (CRD# 724969) is an Investment Advisor Representative working at Landolt Securities, Inc. in Antioch, IL and has over 35 years of experience in the finance industry.

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