Insights

Personalized Service Focus Leelyn Smith emphasizes tailored financial planning and a fiduciary standard, making them an attractive prospect for clients seeking highly customized wealth management solutions and premium advisory services.

Growth and Investment Recent strategic investments in ETFs and equity stakes, such as over 2.5 million dollars in TCW Flexible Income ETF, demonstrate active asset allocation and a willingness to expand their investment portfolio, indicating potential for new product and fund offerings.

Technology Utilization With a modern tech stack including PWA and CDN services, Leelyn Smith demonstrates a commitment to digital engagement, presenting opportunities for advanced financial tools, online client engagement platforms, and digital marketing solutions.

Market Positioning Operating within the mid-market segment with revenue between 10 to 25 million dollars and a focused client base, Leelyn Smith offers potential for targeted B2B services and enterprise solutions optimized for advisory firms of similar size.

Client Segmentation Serving families and individuals across Illinois, the company’s regional focus suggests opportunities for expanding financial products tailored to local demographics, including retirement planning, estate management, and estate planning services.

Leelyn Smith Tech Stack

Leelyn Smith uses 8 technology products and services including jsDelivr, jQuery CDN, oEmbed, and more. Explore Leelyn Smith's tech stack below.

  • jsDelivr
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • oEmbed
    Dev Tools
  • GSAP
    Javascript Frameworks
  • PWA
    Miscellaneous
  • Priority Hints
    Performance
  • Plyr
    Video Players
  • Apache HTTP Server
    Web Servers

Leelyn Smith's Email Address Formats

Leelyn Smith uses at least 1 format(s):
Leelyn Smith Email FormatsExamplePercentage
FLast@leelynsmith.comJDoe@leelynsmith.com
94%
First.Last@leelynsmith.comJohn.Doe@leelynsmith.com
6%

Frequently Asked Questions

Where is Leelyn Smith's headquarters located?

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Leelyn Smith's main headquarters is located at 10 North 3rd Street Geneva, Illinois 60134 United States. The company has employees across 1 continents, including North America.

What is Leelyn Smith's official website and social media links?

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Leelyn Smith's official website is leelynsmith.com and has social profiles on LinkedIn.

What is Leelyn Smith's NAICS code?

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Leelyn Smith's NAICS code is 52 - Finance and Insurance.

How many employees does Leelyn Smith have currently?

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As of April 2026, Leelyn Smith has approximately 26 employees across 1 continents, including North America. Key team members include Owner - Sales Consulting: G. C.Director, Trading & Operations: P. A.Relationship Manager: K. R.. Explore Leelyn Smith's employee directory with LeadIQ.

What industry does Leelyn Smith belong to?

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Leelyn Smith operates in the Financial Services industry.

What technology does Leelyn Smith use?

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Leelyn Smith's tech stack includes jsDelivrjQuery CDNoEmbedGSAPPWAPriority HintsPlyrApache HTTP Server.

What is Leelyn Smith's email format?

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Leelyn Smith's email format typically follows the pattern of FLast@leelynsmith.com. Find more Leelyn Smith email formats with LeadIQ.

When was Leelyn Smith founded?

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Leelyn Smith was founded in 1968.

Leelyn Smith

Financial ServicesIllinois, United States11-50 Employees

At Leelyn Smith, we don’t see success as a destination, but a journey.

That’s why we do things a little differently.  We believe in more listening.  More caring.  More hard work. That’s what fuels us.

And that’s how we create personalized, holistic plans to pursue financial independence for each and every one of our clients—and their families.

We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions.

Putting your family needs at the forefront through a comprehensive suite of services — including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning.

All to ensure your financial independence translates to personal success — to be enjoyed today and for generations to come.

Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment Advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Leelyn Smith may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Section iconCompany Overview

Headquarters
10 North 3rd Street Geneva, Illinois 60134 United States
NAICS Code
52 - Finance and Insurance
Founded
1968
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Leelyn Smith's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Leelyn Smith's revenue is estimated to be in the range of $10M$25M

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