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).

Current Firm Details
8665 Hudson Blvd. N, Suite 100, Lake Elmo, MN 55042
https://www.landmarkwealth.com/
By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Landmark Wealth Management Group
Showing 11 - 15 of 15 top financial advisors.
11
Gary Tangwall, financial advisor Lake Elmo MN
Gary A. Tangwall
CRD#: 1272316
8665 Hudson Blvd. N, Suite 100, Lake Elmo, MN 55042

Gary Tangwall (CRD# 1272316) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 39 years of experience in the finance industry.

12
Ryan Trabant, financial advisor Lake Elmo MN
Ryan A. Trabant
CRD#: 6897798
8665 Hudson Blvd. N, Suite 100, Lake Elmo, MN 55042

Ryan Trabant (CRD# 6897798) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has over 5 years of experience in the finance industry.

13
Dennis Duerst, financial advisor Lake Elmo MN
Dennis P. Duerst
CRD#: 4783487
8665 Hudson Blvd. N, Suite 100, Lake Elmo, MN 55042

Dennis Duerst (CRD# 4783487) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has 1 year of experience in the finance industry.

14
James Geissler, financial advisor River Falls WI
James P. Geissler
CRD#: 7882243
715 Troy St., River Falls, WI 54022

James Geissler (CRD# 7882243) is an Investment Advisor Representative working at Landmark Wealth Management Group in River Falls, WI and has 1 year of experience in the finance industry.

15
Jack McNamara, financial advisor Lake Elmo MN
Jack R. McNamara
CRD#: 7650107
8665 Hudson Blvd. N, Suite 100, Lake Elmo, MN 55042

Jack McNamara (CRD# 7650107) is an Investment Advisor Representative working at Landmark Wealth Management Group in Lake Elmo, MN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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