Cheif Investment Officer · Leelyn Smith, LLC
John B. Dorn
CRD 2561615 · Named on Form ADV at one SEC-registered adviser
At a glance
Leelyn Smith, LLC, an SEC-registered wealth manager based in Geneva, IL with $852 million in regulatory assets, lists John B. Dorn on its Form ADV as Cheif Investment Officer, a control person.
Firms and roles
- Leelyn Smith, LLCCheif Investment OfficerWealth manager · Geneva, IL · $852M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Andrew R. GriderPresident, Leelyn Smith, LLC
- Christopher P. McManamaChief Compliance Officer and Chief Operating Officer, Leelyn Smith, LLC
- Kevin J. PrendergastDirector of Wealth, Leelyn Smith, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.