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Lake Bluff, IL Office

Team
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Landolt Securities, Inc. logo

Landolt Securities, Inc.

Team

Firm-wide stats for Landolt Securities, Inc.

Total advisors

15

Across 10 offices

Clients per advisor

13 Very Low

Avg AUM per client

$696,106 Low

HNW client ratio

100% Very High

About

Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations and other entities, reporting $137.8 million in regulatory assets under management as of March 31, 2026. The firm delivers portfolio management on both a discretionary and non‑discretionary basis and assists clients with establishing brokerage accounts and accessing third‑party asset management programs.

Its investment process emphasizes fundamental analysis and the firm notes a majority of client assets are managed in small‑cap growth stocks, with both short‑term and long‑term trading approaches used depending on client objectives. Landolt also places clients into third‑party model and TAMP programs (including AssetMark, Trinity, Prairie and Orion) and tailors investment recommendations to individual client risk tolerances and restrictions.

Distinctive features in the firm’s brochure include dual registration as both a registered investment adviser and a FINRA member broker‑dealer, and that its representatives are licensed to sell insurance—creating potential conflicts stemming from commissionable product sales. The brochure also discloses several prior regulatory enforcement actions (FINRA and state sanctions in 2013, 2014, 2015 and 2024) related to broker‑dealer activities and supervisory deficiencies, and the firm notes its reliance on TAMP affiliations and multiple offices in delivering services.

Based on Landolt Securities, Inc.

Expertise

Active portfolio management Annuities

Based on Landolt Securities, Inc.

Occupation focus

Executive

Based on Landolt Securities, Inc.

Location

900 North Shore Drive Suite 279

Lake Bluff IL 60044

Advisors at this office

4

Advisors at this office

user avatar

Martin Y

Series 63, Series 65

Lake Bluff, IL

Landolt Securities, Inc.

Martin Yokosawa is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Landolt Securities since 2008 and is also the president and owner of Torii Asset Management, where he provides investment advisory services. Since 2021, he has served as a trustee for a family trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and utilizes both discretionary and non-discretionary portfolio management strategies.

Active portfolio management Annuities Executive
user avatar

Donald M

Series 63

Lake Bluff, IL

Landolt Securities, Inc.

Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, Mckiernan is the managing partner of Nekimi Equity Growth Fund I LLC, where he manages investments within a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages a significant portion of client assets in small-cap growth stocks and employs both short-term and long-term trading strategies tailored to client objectives.

Active portfolio management Annuities Executive
user avatar

Matthew M

Series 66

Lake Bluff, IL

Landolt Securities, Inc.

Matthew Mc Kiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Landolt Securities in 2018, he worked in roles at Miami University and Aparium Hotel Group. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations. The firm’s investment process emphasizes fundamental analysis and manages a majority of client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Active portfolio management Annuities Executive
user avatar

Jason S

Series 63, Series 65, Series 66

Lake Bluff, IL

Landolt Securities, Inc.

Jason Seurer is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked with multiple entities including his own consulting and holding companies, and he coaches high school football. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in assets. The firm focuses on fundamental analysis and primarily manages client assets in small-cap growth stocks, using both short-term and long-term trading strategies tailored to client objectives.

Active portfolio management Annuities Executive
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