Wendi
Svitak
Leelyn Smith, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Wendi Svitak is a financial advisor who works out of Geneva, Illinois with 2 years of relevant experience. Svitak is currently employed by Leelyn Smith, LLC. Over the course of their career, they have held roles at Morgan Stanley, Oakbrook Investments, LLC, Lpl Financial, LLC and The Retirement Network LTD. Svitak holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Leelyn Smith, LLC is a business operating out of Geneva, IL. The company has offices in six locations and a total of 21 financial advisors. It controls $466 million in total assets among its 1,263 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,263 customer accounts, 20% are associated with high-net-worth clients who have more than $1 million in investable assets. Leelyn Smith, LLC has 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 largely depend on the services offered. However, fee types billed by Leelyn Smith, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Wendi Svitak Work History
Wendi has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
The Retirement Network LTD
Morgan Stanley
Oakbrook Investments, LLC
*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 Wendi Svitak 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
