Kelly J. Kovasic

LEELYN SMITH

Geneva, IL 60134

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CRD#: 7294799

Professional summary

Kelly Jean Kovasic, who also goes by Kelly Kovasic, is a registered financial advisor currently at LEELYN SMITH, LLC located in Geneva, Illinois.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelly has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Kovasic

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 Kelly Jean Kovasic'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

January 7, 2026 - Present

LEELYN SMITH, LLC

Office #1: 10 N. Third Street, Geneva, IL 60134

RIA

CRD#: 110517

Geneva, IL

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".

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)

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/7/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/8/2025

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/23/2022

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (16 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 (3/26/2025)

LEELYN SMITH, LLC FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,539
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.

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Kelly J. Kovasic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Jean Kovasic's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEELYN SMITH, LLC

Primary Firm SEC Registration

LEELYN SMITH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2025

Series 66

Date: 9/8/2025

SIE

Date: 7/23/2022

Current Firm

LEELYN SMITH, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEELYN SMITH, LLC

TRUST BUT VERIFY

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