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.

Leelyn Smith

The office at 10 N 3rd St serves clients by providing financial guidance and specialized client services.

10 N 3rd St

Drew Grider

This department provides financial guidance and investment strategies to help clients manage and grow their wealth.

Wealth Management

This department focuses on strategic decision-making and overall organizational direction.

Executive Leadership

This department oversees tax strategies, compliance, and reporting to optimize financial performance.

Leelyn Smith

Org chart

Teams

Wealth Management

Executive Leadership

Tax Management

Offices

Leelyn Smith

Org chart

Teams

Wealth Management

Executive Leadership

Tax Management

Offices

Related companies