Landolt Securities, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
$106M
Discretionary
$106M
100% of AUM
Accounts
279
Employees
11
Advisory reps
33
Brokerage reps
11

Firm details

Headquarters
Lake Bluff, Illinois
CRD number
28352
Registered since
February 23, 2026
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Landolt Securities, Inc. is a conventional broker-dealer and insurance broker organized as a corporation and reported as individually owned. It operates as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. The firm provides portfolio management for individuals and small businesses and also performs manager selection, indicating it places client capital with third-party advisers in addition to directly managed holdings. Landolt does not position itself as an active ESG investor and is not designated as a multi-state registered adviser in its profile; its SEC registration is noted in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 5%85%
  • Exchange Traded Equities85%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Donald Mckiernan

    Donald Mckiernan

    Owner & CEOCRD 1305965

  • Ting Chen

    Ting Chen

    President And CEOCRD 2394916

  • Tyler Reinhard

    Tyler Reinhard

    COOCRD 6366204

Contacts

3 of 30
  • Kevin Goodman

    Registered RepresentativeCRD 1825200

  • Albert Brown

    Investment BrokerCRD 710996

  • Jason Slezak

    Jason Slezak

    Financial ConsultantCRD 2423323

Unlock 27 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake Bluff, IL

Lake

Location

Lake Bluff, IL

Headquartered in Lake Bluff, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
900 N Shore Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth