Landmark Wealth Management Group
Landmark Wealth Management Group (CRD# 322210) is a financial advisory firm headquartered in Lake Elmo, MN. They manage $824,391,424 in 2,904 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management824MILLION
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Total Number of Accounts2,904ACCOUNTS
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Average Account Value$283,881
- A percentage of assets under your management
- 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
AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI
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.
Chad Broberg (CRD# 4423100) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 22 years of experience in the finance industry.
Todd Gillingham (CRD# 2513471) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 26 years of experience in the finance industry.
Kurt Haugen (CRD# 6525533) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 8 years of experience in the finance industry.
Catherine Jenson (CRD# 6372463) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 9 years of experience in the finance industry.
John Levi (CRD# 2432328) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 30 years of experience in the finance industry.
Tamara Mark (CRD# 6420444) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 8 years of experience in the finance industry.
Bjorn Nesvold (CRD# 5359902) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 16 years of experience in the finance industry.
Thomas Selbo (CRD# 5903740) 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.
Leah Swanson (CRD# 6633402) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 6 years of experience in the finance industry.