Landolt Securities, Inc.
Firm details
- Headquarters
- Lake Bluff, Illinois
- CRD number
- 28352
- Registered since
- February 23, 2026
- Website
- www.landoltsecurities.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Donald Mckiernan
Owner & CEOCRD 1305965

Ting Chen
President And CEOCRD 2394916

Tyler Reinhard
COOCRD 6366204
Contacts
3 of 30Kevin Goodman
Registered RepresentativeCRD 1825200
Albert Brown
Investment BrokerCRD 710996

Jason Slezak
Financial ConsultantCRD 2423323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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