Kevin John Prendergast
Investment adviser representative at Leelyn Smith, LLC
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$852.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Leelyn Smith, LLCMay 2019 to now
- LPL Financial, LLCMay 2019 to now
- Valmark Securities, Inc.Jul 2012 to May 2019
- Executive Financial GroupJan 2009 to Apr 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Leelyn Smith, LLC
$852.3MAssets managed
799Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5651358
- Firm CRD
- 110517