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CS

Connor A. Schaefer

LANDOLT SECURITIES
Greenville, WI
CRD#: 8214320
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CS
Connor Allen SchaeferLANDOLT SECURITIES

Professional summary

Connor Allen Schaefer is a registered financial advisor currently at LANDOLT SECURITIES, INC. located in Greenville, Wisconsin.

Connor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Connor has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

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) - RIA

Click below to view Connor Allen Schaefer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Connor Allen Schaefer'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

February 27, 2026 - Present

LANDOLT SECURITIES, INC.

RIA
BD
CRD#: 28352
Greenville, WI
Current

February 5, 2026 - Present

LANDOLT SECURITIES, INC.

Office #1: 900 North Shore Drive Suite 279, Lake Bluff, IL 60044
RIA
BD
CRD#: 28352
LAKE BLUFF, IL

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
Wisconsin
(2/27/2026)
IAR
Wisconsin
(2/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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#: 801-135200, 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)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

LSI BROCHURE (12/19/2025)

Direct owners and executive officers

NamePositionCRD#
MCKIERNAN, DONALD TRENDLEYCEO, CO-CCO (BD ONLY) & FINOP1305965
MCKIERNAN, MATTHEW RICHARDCHIEF FINANCIAL OFFICER AND CCO (IA ONLY)7006128
REINHARD, TYLER JOHNCOO / CO-CCO (BD ONLY)6366204

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#: 28352Greenville, WI

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