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RK

Ryan M. Kahlenberg

LEELYN SMITH
Geneva, IL 60134
Some features on this profile are disabled
CRD#: 4302251
RK

Professional summary

Ryan Michael Kahlenberg, who also goes by Ryan M Kahlenberg, Ryan M. Kahlenberg, is a registered financial advisor currently at LEELYN SMITH, LLC located in Geneva, Illinois and LPL FINANCIAL LLC located in Geneva, Illinois.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ryan has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan M Kahlenberg | Ryan M. Kahlenberg

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 Ryan Michael Kahlenberg'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

September 15, 2022 - Present

LEELYN SMITH, LLC

Office #1: 10 N. Third Street, Geneva, IL 60134
RIA
CRD#: 110517
Geneva, IL
Current

August 8, 2022 - Present

LPL FINANCIAL LLC

Office #1: 10 N. Third Street, Geneva, IL 60134
RIA
BD
CRD#: 6413
Geneva, IL
Past

August 16, 2017 - August 11, 2022

BFC PLANNING, INC.

RIA
CRD#: 119682
Oak Brook, IL
Past

August 16, 2017 - August 11, 2022

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
Oak Brook, IL
Past

March 9, 2017 - May 30, 2017

DUNHAM

RIA
CRD#: 13162
Elmhurst, IL
Past

March 29, 2016 - May 30, 2017

DUNHAM

BD
CRD#: 13162
SAN DIEGO, CA
Past

October 4, 2013 - February 3, 2016

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
CHICAGO, IL
Past

February 8, 2010 - February 7, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LEELYN SMITH, LLC
EMERGENT PARTNERS | THE RETIREMENT NETWORK, LTD. | THE RETIREMENT NETWORK | LEELYN SMITH, LLC

CRD#: 110517 / SEC#: 801-113460

RIA
Registered Investment Advisory firm - (6/14/2018 Approved)
Illinois
Registered Investment Advisory firm - (6/19/2018 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2002 Terminated)

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.
RR
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

RR
Illinois
(8/8/2022)
IAR
Illinois
(9/15/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LEELYN SMITH, LLC
EMERGENT PARTNERS | THE RETIREMENT NETWORK, LTD. | THE RETIREMENT NETWORK | LEELYN SMITH, LLC

CRD#: 110517 / SEC#: 801-113460

RIA
Registered Investment Advisory firm - (6/14/2018 Approved)
Illinois
Registered Investment Advisory firm - (6/19/2018 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2002 Terminated)
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Contact information

Main Address
10 N. Third Street, Geneva, IL 60134
Mailing Address
Phone number
(630) 232-8995
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (16 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEELYN SMITH, LLC FORM ADV PART 2A, APPENDIX 1 WRAP FEE BROCHURE (3/26/2025)
LEELYN SMITH, LLC FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,539
AUM (Assets Under Management)$ 722,181,779

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

LEELYN SMITH, LLC

CRD#: 110517Geneva, IL 60134

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