Unclaimed Profile

John Brian Dorn

LEELYN SMITH, LLC·GENEVA, Illinois

SIE, Series 7, Series 63, Series 65Clean record12 years registeredLEELYN SMITH, LLC

10 N. THIRD STREET, GENEVA, IL 60134CRD# 2561615Firm CRD# 110517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Brian Dorn · GENEVA, IL

Registration

CRD #2561615 · LEELYN SMITH, LLC · 12 years registered

Brand Profile

Not yet started

Career History

LEELYN SMITH, LLC

Jul 2017 – present

LPL FINANCIAL LLC

Nov 2017 – Aug 2018

JOLIET, IL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Dec 2013 – Nov 2017

GENEVA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 5, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEELYN SMITH, LLC

CRD 110517 · SEC 801-113460

AUM

$603M

Regulatory assets under management

Employees

1,416 client accounts

Services offered by LEELYN SMITH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEELYN SMITH, LLC →

Introduction

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Frequently Asked Questions

What services does John Brian Dorn offer?

John Brian Dorn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GENEVA, Illinois for a consultation.

What are John Brian Dorn's credentials?

John Brian Dorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Brian Dorn located?

John Brian Dorn is based in GENEVA, Illinois, working with LEELYN SMITH, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.

How does John Brian Dorn charge for services?

John Brian Dorn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEELYN SMITH, LLC?

LEELYN SMITH, LLC has approximately 19 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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