Charles
Hartman
Leelyn Smith, LLC
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About this Advisor
Charles Hartman is a financial advisor operating in Geneva, Illinois with a total of 24 years of relevant experience. Hartman is an employee of Leelyn Smith, LLC. Their career trajectory has included roles at Lpl Financial LLC, National Planning Corporation and Leelyn Smith, LLC. Hartman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Leelyn Smith, LLC is an advisory business that has its headquarters in Geneva, IL. The investment advisory business has offices in six locations and a total of 21 employees. It controls $466 million in assets under management between its 1,263 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,263 accounts, 20% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the financial services. However, fees charged by Leelyn Smith, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leelyn Smith, LLC Brokerage Details
$466,095,202
21
1,263
$369,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Charles Hartman Work History
Charles has been registered as a financial advisor for 24 years.*
Lpl Financial LLC
Leelyn Smith, LLC
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Hartman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leelyn Smith, LLC
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
Geneva, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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