Landmark Financial Advisors, LLC

Landmark Financial Advisors, LLC (CRD# 129435) is a financial advisory firm headquartered in Bowling Green, KY. They manage $227,000,000 in 848 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $267,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, KY, TN

Financial Advisors at Landmark Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lewis B. Mason
CRD#: 2257293
911 College Street, Suite 301, Bowling Green, KY 42101
96
Wealthminder
score

Lewis Mason (CRD# 2257293) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 25 years of experience in the finance industry. Lewis Mason 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.

2
Elizabeth S. Wilkins
CRD#: 2077961
911 College Street, Suite 301, Bowling Green, KY 42101
93
Wealthminder
score

Elizabeth Wilkins (CRD# 2077961) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 27 years of experience in the finance industry.

3
Tanner Stepp
CRD#: 6067748
911 College Street, Suite 301, Bowling Green, KY 42101
89
Wealthminder
score

Tanner Stepp (CRD# 6067748) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 3 years of experience in the finance industry.

4
Casey A. Tinius
CRD#: 6147140
911 College Street, Suite 301, Bowling Green, KY 42101
87
Wealthminder
score

Casey Tinius (CRD# 6147140) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 2 years of experience in the finance industry.

5
William H. Borders
CRD#: 2237620
911 College Street, Suite 301, Bowling Green, KY 42101
66
Wealthminder
score

William Borders (CRD# 2237620) is an Investment Advisor Representative working at Landmark Financial Advisors, LLC in Bowling Green, KY and has over 25 years of experience in the finance industry. William Borders 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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