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Ryan Michael Kahlenberg

Leelyn Smith, LLC

Geneva, IL

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Current Employers
Leelyn Smith, Llc

10 N. Third Street, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-09-15
  • IL RA
    APPROVED
    Since 2022-09-15

Branch Locations

10 N. Third Street, Geneva, IL 60134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dunham & Associates Investment Counsel, Inc. San Diego CA 03/2016 08/2017
Kahlenberg Wealth Partners/Berthel Fisher & Co. Elmhurst IL 08/2017 08/2022
Lpl Financial Llc Geneva IL 08/2022 Present
Leelyn Smith, Llc Geneva IL 08/2022 Present
  • 03/2016 → 08/2017
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 08/2017 → 08/2022
    Kahlenberg Wealth Partners/Berthel Fisher & Co.
    Elmhurst, IL
  • 08/2022 → Present
    Lpl Financial Llc
    Geneva, IL
  • 08/2022 → Present
    Geneva, IL
Previous Registrations
  • 2017-08-16 → 2022-08-11
    Oak Brook, IL
    Cedar Rapids, IA
  • 2017-03-09 → 2017-05-30
    Elmhurst, IL
    San Diego, CA
    San Diego, CA
    San Diego, CA
Other Businesses

1)07/27/2022 - Leelyn Smith - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/27/2022 - The Retirement Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)07/27/2022 - The Retirement Network, Ltd. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4)09/23/2022 - Leelyn Smith, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/01/2022 - 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Leelyn Smith, LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 05/22/2023 - Emergent Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/01/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-16
S63 Uniform Securities Agent State Law Examination 2010-02-17
  • S66 Uniform Combined State Law Examination
    2016-12-16
  • S63 Uniform Securities Agent State Law Examination
    2010-02-17
Other Names
  • Ryan M. Kahlenberg
  • Ryan Michael Kahlenberg
  • Ryan M Kahlenberg

View on SEC IAPD

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