Jennifer Beyl-Lee, financial advisor Lake Elmo MN

Jennifer Beyl-Lee

CRD Number: 5867268
Current Firm: Landmark Wealth Management Group

Jennifer Beyl-Lee (CRD# 5867268) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 12 years of experience in the finance industry. Jennifer Beyl-Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Landmark Wealth Management Group Lake Elmo, MN Aug 2022 - Current 1
Purshe Kaplan Sterling Inv Albany, NY Feb 2021 - Current 3
Thrivent Advisor Network, Llc Dba Landmark Wealth Management Farmington, MN Nov 2020 - Aug 2022 1
Thrivent Financial For Lutherans Appleton, WI Apr 2012 - Feb 2021 8
Thrivent Investment Management Inc. Farmington, MN May 2011 - Nov 2020 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jennifer L. Beyl-Lee
Phone Number: (800) 251-9932
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    824
    MILLIONS
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $283,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI

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