William M. Leisman

LANDOLT SECURITIES

Kansas City, MO 64102

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CRD#: 2113061

Professional summary

William Matthew Leisman, who also goes by Matthew Leisman, is a registered financial advisor currently at LANDOLT SECURITIES, INC. located in Kansas City, Missouri.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. William has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Leisman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Matthew Leisman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view William Matthew Leisman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 10, 2025 - Present

LANDOLT SECURITIES, INC.

Office #1: Livestock Exchange Building 1600 Genessee Street Suite 814, Kansas City, MO 64102

RIA

CRD#: 28352

Kansas City, MO

Current

November 10, 2025 - Present

LANDOLT SECURITIES, INC.

Office #1: Livestock Exchange Building 1600 Genessee Street Suite 814, Kansas City, MO 64102

RIA

CRD#: 28352

Kansas City, MO

Past

May 18, 2016 - December 31, 2016

MOLONEY INVESTMENT ADVISORY LLC

RIA

CRD#: 282140

KANSAS CITY, MO

Past

May 18, 2016 - December 12, 2025

MOLONEY SECURITIES ASSET MANAGEMENT LLC

RIA

CRD#: 282448

Kansas City, MO

Past

December 6, 2013 - April 13, 2016

MOLONEY SECURITIES CO., INC.

RIA

CRD#: 38535

KANSAS CITY, MO

Past

December 5, 2013 - December 12, 2025

MOLONEY SECURITIES CO., INC.

CRD#: 38535

KANSAS CITY, MO

Past

May 4, 2011 - December 5, 2013

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

KANSAS CITY, MO

Past

May 4, 2011 - December 5, 2013

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

KANSAS CITY, MO

Past

March 24, 2011 - May 10, 2011

TRINITY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 140946

OVERLAND PARK, KS

Past

April 19, 2005 - November 12, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

MISSION, KS

Past

April 19, 2005 - November 12, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MISSION, KS

Past

June 22, 2004 - April 19, 2005

QA3 FINANCIAL LLC

RIA

CRD#: 104957

MISSION, KS

Past

June 10, 2004 - April 19, 2005

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

April 10, 2002 - July 19, 2002

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

March 27, 2002 - April 12, 2002

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

June 29, 2001 - March 22, 2002

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

September 3, 1998 - August 30, 1999

KFS BD, INC.

CRD#: 490

OMAHA, NE

Past

January 20, 1994 - August 14, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

January 20, 1994 - September 18, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/10/2025)

Colorado
(3/26/2026)

Florida
(1/12/2026)

Illinois
(11/10/2025)

Kansas
(3/9/2026)

Missouri
(3/3/2026)

IAR

Missouri
(3/3/2026)

New York
(11/10/2025)

Texas
(11/10/2025)

IAR

Texas
(11/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/19/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LANDOLT SECURITIES, INC.

CRD#: 28352 / SEC#: 801-135200, 8-43645

Illinois

Registered Investment Advisory firm - SEC (10/10/2006 Approved)

Indiana

Registered Investment Advisory firm - SEC (3/23/2020 Approved)

North Carolina

Registered Investment Advisory firm - SEC (8/16/2017 Approved)

Ohio

Registered Investment Advisory firm - SEC (7/6/2017 Approved)

Texas

Registered Investment Advisory firm - SEC (4/28/2020 Approved)

Wisconsin

Registered Investment Advisory firm - SEC (3/26/2002 Approved)

Wyoming

Registered Investment Advisory firm - SEC (7/25/2017 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

900 North Shore Drive Suite 279, Lake Bluff, IL 60044

Mailing Address

900 North Shore Drive Suite 279, Lake Bluff, IL 60044

Phone number

(847) 838-5151

Established

Wisconsin since 11/09/1989

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

LSI BROCHURE (12/19/2025)

Direct owners and executive officers

Name	Position	CRD#
MCKIERNAN, DONALD TRENDLEY	CEO, CO-CCO (BD ONLY) & FINOP	1305965
MCKIERNAN, MATTHEW RICHARD	CHIEF FINANCIAL OFFICER AND CCO (IA ONLY)	7006128
REINHARD, TYLER JOHN	COO / CO-CCO (BD ONLY)	6366204

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 105,626,273

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William M. Leisman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Matthew Leisman's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view William Matthew Leisman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDOLT SECURITIES, INC.

LANDOLT SECURITIES, INC.

MOLONEY INVESTMENT ADVISORY LLC

MOLONEY SECURITIES ASSET MANAGEMENT LLC

MOLONEY SECURITIES CO., INC.

MOLONEY SECURITIES CO., INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

TRINITY CAPITAL MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

QUICK & REILLY, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

KFS BD, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2001

Series 63

Date: 4/2/1993

SIE

Date: 10/1/2018

Series 7

Date: 7/19/1999

Series 6

Date: 1/19/1994

FINRA

Current Firm

LANDOLT SECURITIES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LANDOLT SECURITIES, INC.

TRUST BUT VERIFY

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