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RK

Robert L. Kreinz

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CRD#: 275340
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Lee Kreinz was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1968. Robert had worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 22, Series 1, Series 26, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 25, 2011 - December 3, 2015

LANDOLT SECURITIES, INC.

BD
CRD#: 28352
LAKE BLUFF, IL
Past

February 22, 2011 - June 27, 2011

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

November 19, 2001 - February 22, 2011

AMERICAN BEACON PARTNERS, INC.

BD
CRD#: 15791
EAU CLAIRE, WI
Past

April 13, 1995 - February 6, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

March 9, 1990 - December 9, 1992

WELLINGTON INVESTMENT SERVICES CORP.

BD
CRD#: 23018
BROOKFIELD, WI
Past

May 24, 1988 - January 12, 1989

DECADE SECURITIES CORP.

BD
CRD#: 10226
Past

October 2, 1986 - April 19, 1988

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

January 27, 1986 - November 5, 1986

NIES/BRAUER SECURITIES, INC.

BD
CRD#: 6707
Past

October 2, 1985 - January 24, 1986

MERRICO INVESTMENTS CORPORATION

BD
CRD#: 8462
Past

October 22, 1982 - August 8, 1985

DECADE SECURITIES CORP.

BD
CRD#: 10226
Past

January 4, 1982 - October 21, 1982

ROWLAND SECURITIES CORPORATION

BD
CRD#: 10186
Past

July 23, 1980 - June 7, 1981

NATIONAL SELECTED SECURITIES CORP.

BD
CRD#: 8299
Past

August 17, 1979 - September 1, 1980

FPC SECURITIES CORPORATION

BD
CRD#: 5970
Past

August 1, 1977 - January 30, 1978

CHARTER SECURITIES CORPORATION

BD
CRD#: 7062
Past

September 30, 1968 - February 10, 1972

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/20/1977
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LS
LANDOLT SECURITIES, INC.
FISN | TORII ASSET MANAGEMENT | TK CHEN FINANCIAL SERVICES LLC | THE WEALTH PROTECTION GROUP LLC | THE WEALTH PROTECTION GROUP | LESLIE FINANCIAL LLC | LANDOLT SECURITIES, INC.

CRD#: 28352 / SEC#: , 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)
BD
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
11

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MCKIERNAN, DONALD TRENDLEYCEO, CO-CCO, & FINOP1305965
MCKIERNAN, MATTHEWCHIEF FINANCIAL OFFICER7006128
REINHARD, TYLER JOHNCOO / CO-CCO6366204

Regulatory assets under management


Total Number of Accounts279
AUM (Assets Under Management)$ 105,626,273

Disclosures


Regulatory Event4

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.

Company Information


LANDOLT SECURITIES, INC.

CRD#: 28352

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