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Makinzie Renea Stack

LEELYN SMITH

GENEVA, IL

·CRD# 6001292·9 years experience

Professional Summary

Makinzie Renea Stack, who also goes by Makinzie Renea Fritschle, Makinzie Stack, is a registered financial advisor currently at LEELYN SMITH, LLC located in Geneva, Illinois and LPL FINANCIAL LLC located in Geneva, Illinois. Makinzie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Makinzie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Makinzie Renea Fritschle, Makinzie Stack

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

LEELYN SMITH, LLC·CRD# 110517

RIA

10 N. Third Street, Geneva, IL 60134

May 7, 2018 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

10 N. Third Street, Geneva, IL 60134

November 29, 2017 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

Fort Mill, SC

May 4, 2018 - August 19, 2020

NATIONAL PLANNING CORPORATION·CRD# 29604

BD

Geneva, IL

November 21, 2017 - November 29, 2017

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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 - SEC (6/14/2018 Approved)

Illinois

Registered Investment Advisory firm - Illinois (6/19/2018 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/31/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10 N. Third Street, Geneva, IL 60134

Phone Number

(630) 232-8995

# of Employees

38

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEELYN SMITH, LLC FORM ADV PART 2A, APPENDIX 1 WRAP FEE BROCHURE (3/20/2026)

LEELYN SMITH, LLC FORM ADV PART 2A (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,659

AUM (Assets Under Management)

$852,292,185

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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. 5/23/2018 - The Retirement Network LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/01/2018 - 40 Hours Per Month During Securities Trading - I provide administrative support to The Retirement Network LTD, an independent investment advisor firm. I started this business activity in 05/01/2018. I expect to spend approximately 40 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 11/08/2019 - The Retirement Network - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:11/5/2019 - 160 hrs/mo - 160 hrs during trading. 3. 3/12/2020 - Leelyn Smith - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/4/2020. 4. 9/9/2020 - Leelyn Smith, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 08/2020 - 40 Hours Per Month During Securities Trading - I provide administrative support to Leelyn Smith LLC, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/3/2021 - No Business Name - Not Investment Related - Other-Notary Public - Start Date: 3/3/2017 - 1 Hour Per Month/0 Hours During Securities Trading.

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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 - SEC (6/14/2018 Approved)

Illinois

Registered Investment Advisory firm - Illinois (6/19/2018 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/31/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Illinois
(5/4/2018)

IAR

Illinois
(5/7/2018)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2017About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Makinzie Renea Stack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MS

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