Advisors at this firm
Victor T
CFP®, Series 63, Series 65
Rockville, MD
Landolt Securities, Inc.
Victor Trebules is a CFP® professional with 21 years of experience in the financial services industry. He has been with Landolt Securities, Inc. since 2013, where he is part of a team of ten advisors. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm utilizes fundamental analysis to identify intrinsic value and manages a significant portion of client assets in small-cap growth stocks, offering both discretionary and non-discretionary portfolio management.
Martin Y
Series 63, Series 65
Lake Bluff, IL
Landolt Securities, Inc.
Martin Yokosawa is a financial advisor with Landolt Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Landolt Securities since 2008 and is also president and owner of Torii Asset Management, where he provides investment advisory services. Since 2021, he has served as a trustee for a family trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets across a team of ten advisors and emphasizes fundamental analysis with a focus on small-cap growth stocks tailored to client objectives.
Brian S
Series 63, Series 65
Lake Bluff, IL
Landolt Securities, Inc.
Brian Staubus is a financial advisor at Landolt Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Oberweis Securities, Inc. and LaSalle St Securities LLC. Staubus has been with Landolt Securities since 2020. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm emphasizes fundamental analysis and manages approximately $105.6 million in discretionary assets, focusing on small-cap growth stocks and tailored investment strategies.
Jeff B
CFP®, Series 63, Series 65
Park City, UT
Landolt Securities, Inc.
Jeff Batterson is a CFP® with 29 years of industry experience, currently serving at Landolt Securities, Inc. since 2009. Based in Park City, UT, he holds Series 63 and Series 65 licenses and has additional involvement as a real estate agent with Windermere Real Estate and is licensed to sell insurance. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management through a team of ten advisors.
Giuseppe D
Series 63, Series 66
North Royalton, OH
Landolt Securities, Inc.
Giuseppe Del Vecchio is a financial advisor at Landolt Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Landolt Securities since 2017, following 14 years at Fifth Third Securities. Outside of his advisory role, he buys and sells sports memorabilia on eBay as a hobby. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis to identify intrinsic value and manages a significant portion of client assets in small-cap growth stocks, offering both discretionary and non-discretionary portfolio management.
Nathan D
Series 63, Series 66
West Bend, WI
Landolt Securities, Inc.
Nathan Derks is a financial advisor at Landolt Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, Derks is involved in tax preparation and accounting through ownership and partnership in related businesses, and serves as treasurer on the board of a youth baseball club. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets for about 173 clients, employing a fundamental analysis approach with a focus on small-cap growth stocks and tailored portfolio strategies.
John G
Series 63, Series 65
Brookfield, WI
Landolt Securities, Inc.
John Gilling is a financial advisor with Landolt Securities, Inc. in Brookfield, WI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Landolt Securities since 2013 and also at JRG Financial Advisors, Inc. since 2012. Outside of his advisory roles, he serves as president of Premier Financial Services, an accounting and tax preparation firm, and acts as a cotrustee for his deceased mother's trust. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing approximately $105.6 million in discretionary assets. The firm employs a fundamental analysis approach, with a focus on small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management through a team of ten advisors.
Donald M
Series 63
Lake Bluff, IL
Landolt Securities, Inc.
Donald Mckiernan is a financial advisor with Landolt Securities, Inc. in Lake Bluff, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Landolt Securities since 2005. Outside of his advisory role, he serves as managing partner of Nekimi Equity Growth Fund I LLC, a private equity fund. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm emphasizes fundamental analysis and manages a significant portion of client assets in small-cap growth stocks, offering both discretionary and non-discretionary portfolio management through a team of ten advisors.
Matthew M
Series 66
Lake Bluff, IL
Landolt Securities, Inc.
Matthew Mc Kiernan is a financial advisor at Landolt Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Landolt Securities since 2018. Prior to that, he held various roles at Miami University, Aparium Hotel Group, and Grubbable. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets and employs a fundamental analysis approach, with a focus on small-cap growth stocks and strategies tailored to client objectives.
William L
Series 63, Series 66
Kansas City, MO
Landolt Securities, Inc.
William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Moloney Securities Co., Inc. and related entities from 2013 to 2025. Outside of his advisory role, he is involved in insurance sales and assists retail clients through Westport Advisory Group LLC. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets and emphasizes fundamental analysis with a focus on small-cap growth stocks, offering both discretionary and non-discretionary portfolio management.
Jason S
Series 63, Series 65, Series 66
Lake Bluff, IL
Landolt Securities, Inc.
Jason Seurer is a financial advisor at Landolt Securities, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has held various roles including consultant and managing member in multiple private investment and holding companies. Outside of his advisory work, Seurer coaches high school football and provides strategic advisory services to a software development firm. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm employs fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management to approximately 173 clients through a team of ten advisors.
Justin S
Series 66
Maple Plain, MN
Landolt Securities, Inc.
Justin Seurer is a financial advisor at Landolt Securities, Inc. with a Series 66 designation and over six years of experience in the financial industry. His prior roles include positions at RBC Capital Markets, LLC and Sanford C. Bernstein & Co., LLC, as well as twelve years with the Midwest Sports Council, Inc. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets and employs a fundamental analysis approach, focusing on intrinsic value and small-cap growth stocks tailored to client objectives.
Scott T
Series 63, Series 65
Tryon, NC
Landolt Securities, Inc.
Scott Turner is a financial advisor with Landolt Securities, Inc. in Tryon, NC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, providing administrative support and record-keeping services. Landolt Securities offers investment management and consulting services to individuals, trusts, estates, and corporations, managing approximately $105.6 million in discretionary assets for about 173 clients. The firm’s investment approach focuses on fundamental analysis and intrinsic value, with a significant allocation to small-cap growth stocks tailored to client objectives.
Connor S
Series 66
Greenville, WI
Landolt Securities, Inc.
Connor Schaefer is a financial advisor with Landolt Securities, Inc. in Greenville, WI, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at SentryWorld, Faith Foreward, and Skyward, as well as entrepreneurial experience with Schaefer Handyman Services. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages approximately $105.6 million in discretionary assets through a team of ten advisors and emphasizes fundamental analysis with a focus on small-cap growth stocks tailored to client objectives.