Timothy Bangerter (CRD# 2593035) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Farmington, UT and has over 29 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2013 - Current | 10 |
| Landmark Wealth Advisors, LLC | Farmington, UT | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- TX
- UT
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$232,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX, UT
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