Leelyn Smith, LLC
Leelyn Smith, LLC (CRD# 110517) is a financial advisory firm headquartered in Geneva, IL. They manage $466,095,202 in 1,263 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management466MILLION
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Total Number of Accounts1,263ACCOUNTS
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Average Account Value$369,038
- 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
Jean Baert (CRD# 5543471) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 15 years of experience in the finance industry.
Laura Chamness (CRD# 5305513) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 16 years of experience in the finance industry.
Christopher Crandall (CRD# 2534602) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 29 years of experience in the finance industry.
Christopher Dieckow (CRD# 5692746) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 14 years of experience in the finance industry.
John Dorn (CRD# 2561615) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 17 years of experience in the finance industry.
Andrew Grider (CRD# 5448972) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 14 years of experience in the finance industry.
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.
Makinzie Stack (CRD# 6001292) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 5 years of experience in the finance industry.
Perry Argiropoulos (CRD# 7309457) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 2 years of experience in the finance industry.
Wendi Svitak (CRD# 6604185) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 4 years of experience in the finance industry.