Laura
Chamness
Leelyn Smith, LLC
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About this Advisor
Laura Chamness is a financial advisor operating out of Geneva, Illinois, who has 2 years of relevant experience. Chamness is on the advisory team at Leelyn Smith, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Highpoint Advisor Group Dba Highpoint Planning Partners, Leelyn Smith, LLC and Retirement Solutions, Inc. Chamness maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Illinois. Leelyn Smith, LLC is an advisory business operating out of Geneva, IL. The investment advisory business has offices in six locations and a total of 21 financial advisors. It oversees $466 million in total assets among its 1,263 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,263 accounts, 20% are held by high-net-worth individuals who have greater than $1 million in investable assets. Leelyn Smith, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Leelyn Smith, LLC most likely consist of any blend 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
Laura Chamness Work History
Laura has been registered as a financial advisor for 2 years.*
Leelyn Smith, LLC
Lpl Financial, LLC
Lpl Financial, LLC
Lpl Financial, LLC
Highpoint Advisor Group Dba Highpoint Planning Partners
Retirement Solutions, Inc
*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 Laura Chamness 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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