A complete list of active advisors currently associated with Leelyn Smith, LLC

Warmer can help you find a great advisor at Leelyn Smith, LLC or one who fits your needs even better.

Leelyn Smith, LLC provides discretionary and non‑discretionary investment advisory services to individuals, pension and profit‑sharing plans, business entities and trusts, and offers financial planning and standalone consulting. The firm manages assets across mutual funds, ETFs, individual equities and fixed income, and may allocate to separately managed accounts or unaffiliated private investment funds as part of client portfolios. The firm applies model‑based and individualized allocations and conducts ongoing monitoring and account reviews, implementing strategies through its wrap fee program, the AssetMark platform, or third‑party managers. Leelyn Smith also uses a suite of third‑party technology and service platforms in client work—including eMoney, Orion, Riskalyze and Albridge—and uses Pontera to support management of held‑away retirement accounts; it may recommend structured notes through partners such as Axio Financial and Halo. A distinctive aspect of the firm is its ownership affiliation with an accounting practice, Leelyn Smith Tax, LLC, a relationship the brochure notes can create conflicts when tax or accounting services are recommended. The firm’s disclosures also highlight several practices that are less common among peers — use of structured notes via third‑party providers, explicit use of AI tools under an AI policy, and the Pontera arrangement for held‑away accounts — which prospective clients should consider alongside the standard advisory and retirement plan services.

To learn more about the advisors currently working at Leelyn Smith, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.