Leelyn Smith
At Leelyn Smith, we don’t see success as a destination, but a journey. That’s why we do things a little differently. We believe in more listening. More caring. More hard work. That’s what fuels us. And that’s how we create personalized, holistic plans to pursue financial independence for each and every one of our clients—and their families. We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions. Putting your family needs at the forefront through a comprehensive suite of services — including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning. All to ensure your financial independence translates to personal success — to be enjoyed today and for generations to come. Securities offered through LPL Financial, Member SIPC Investment Advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Leelyn Smith may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
24
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
78
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- MM
Marie McGrath
Senior Manager · General Business & Management
EmailPhone - RK
Ryan Kahlenberg
Wealth Advisor · Finance & Accounting
EmailPhone - TC
Tim Crandall
Wealth Advisor · Finance & Accounting
EmailPhone - WS
Wendi Svitak
Relationship Manager · Sales & Business Development
EmailPhone - MT
Michele Tomlinson
System Analyst · Information Technology
EmailPhone - CM
Chris McManama
Chief Operating Officer · Other
EmailPhone - DG
Drew Grider
President · General Business & Management
EmailPhone - JB
Jacob Bice
Portfolio & Trading Analyst · Other
EmailPhone - ZG
Zachary Gordon
,,, · Other
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Leelyn Smith
15 distinct titles indexed · top 10 shown.
- 6wealth advisor
- 2office manager
- 2relationship manager
- 1,,,
- 1chief operating officer
- 1client service specialist
- 1director of investment management
- 1director of wealth management
- 1operations analyst
- 1portfolio & trading analyst
- +5more titles
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