William Leisman
William Leisman is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsHistory
Regulatory History (8)
Judgment / Lien
August 2025Customer Dispute
April 2024Customer Dispute
November 2023Judgment / Lien
April 2019Judgment / Lien
December 2010Judgment / Lien
December 2010Criminal
January 2010Employment Separation After Allegations
June 2002Other Business ActivitiesSells Insurance
William is a registered representative transitioning from Westport Advisory Group, LLC to Royal Route Advisory Group, LLC, offering securities through Moloney Securities Co., Inc. He also sells insurance products and is involved in several investment-related entities, including serving as a committee member and officer for fraternity-related organizations and owning several LLCs for outside investments.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Investment Advisory LLC
Moloney Securities CO., INC.
Moloney Securities CO., INC.Broker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Trinity Capital Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Quick & Reilly, INC.Broker
Nathan & Lewis Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.