Sean Robert Poquette

Employer firm

Leelyn Smith, LLC CRD 110517

$852M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → Present
  Lpl Financial Llc
  Geneva, IL
• 08/2023 → Present
  Leelyn Smith, Llc
  Geneva, IL
• 02/2019 → 08/2023
  The State Bank Of Geneva
  Geneva, IL
• 03/2018 → 02/2019
  The State Bank Of Geneva
  Geneva, IL
• 08/2017 → 03/2018
  The State Bank Of Geneva
  Geneva, IL
• 10/2016 → 08/2017
  The State Bank Of Geneva
  Geneva, IL
• 11/2008 → 10/2016
  The State Bank Of Geneva
  Geneva, IL

Other Businesses

1) Leelyn Smith - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 160 Hr/Mth 2) The Retirement Network LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/2023 - 160 hrs/mo during trading 3) The Retirement Network - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/2023 - 160 hrs/mo during trading. 4) Notary - State of IL - Inv Rel - Start: 03/2010

Exams

• S66 Uniform Combined State Law Examination
  2024-10-09

Other Names

• Sean Poquette