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DS

Debra K. Snetting

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CRD#: 4228688
DS

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.

Debra Kay Snetting, who also goes by Debra Kay Kennedy, was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 2000. Debra had worked at 13 firms and has passed the Series 65, Series 66, Series 79TO, Series 52TO, Series 99TO, SIE, Series 7, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Debra Kay Kennedy

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.
1)TKC Wealth Management LLC, Admin 10 hrs/week, RIA is investment related starting in 2022. 2) Landolt Securities, Inc. a broker dealer 10-30 hrs. weekly,during and off market hours, investment related, started 11/02/18.

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

November 1, 2017 - December 31, 2022

LANDOLT SECURITIES, INC.

BD
CRD#: 28352
Colorado Springs, CO
Past

March 2, 2016 - May 31, 2016

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
Dallas, TX
Past

February 24, 2016 - December 31, 2022

TKC WEALTH MANAGEMENT LLC

RIA
CRD#: 158498
Bella Vista, AR
Past

November 15, 2013 - October 21, 2015

CLARAPHI ADVISORY NETWORK, LLC

RIA
CRD#: 165868
NEW PORT RICHEY, FL
Past

July 27, 2012 - July 25, 2013

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
COLORADO SPRINGS, CO
Past

March 31, 2009 - October 12, 2010

RICHFIELD ORION FINANCIAL ADVISORS, INC.

RIA
CRD#: 149677
CHEYENNE, WY
Past

July 21, 2008 - December 31, 2009

RICHFIELD ORION FINANCIAL ADVISORS, LLC

RIA
CRD#: 146226
COLORADO SPRINGS, CO
Past

December 6, 2007 - February 23, 2016

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
CASTLE ROCK, CO
Past

September 7, 2006 - October 25, 2007

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

May 23, 2006 - September 15, 2006

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
COLORADO SPRINGS, CO
Past

May 27, 2004 - June 2, 2006

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

September 30, 2003 - November 17, 2003

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

November 25, 2002 - August 1, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

September 16, 2002 - October 7, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

August 31, 2000 - August 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLEARWATER, FL
Past

August 30, 2000 - August 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
IAR
Series 65
Date: 12/19/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
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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