Landmark Wealth Management

Landmark Wealth Management (CRD# 109379) is a financial advisory firm headquartered in Getzville, NY. They manage $470,921,000 in 252 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2410 North Forest Road, Suite 101, Getzville, NY 14068
https://www.linkedin.com/in/mark-collard-262415260/
By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $1,868,734
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NY, TX

Financial Advisors at Landmark Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Brian Laible, financial advisor Getzville NY
Brian K. Laible
CRD#: 4774488
2410 North Forest Road, Suite 101, Getzville, NY 14068

Brian Laible (CRD# 4774488) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has over 23 years of experience in the finance industry.

2
Mark Collard, financial advisor Getzville NY
Mark P. Collard
CRD#: 4209319
2410 North Forest Road, Suite 101, Getzville, NY 14068

Mark Collard (CRD# 4209319) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has over 23 years of experience in the finance industry.

3
Lindsay Glassman, financial advisor Getzville NY
Lindsay J. Glassman
CRD#: 7344993
2410 North Forest Road, Suite 101, Getzville, NY 14068

Lindsay Glassman (CRD# 7344993) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has 1 year of experience in the finance industry.

4
Joshua Kaplan, financial advisor Getzville NY
Joshua J. Kaplan
CRD#: 5930106
2410 North Forest Road, Suite 101, Getzville, NY 14068

Joshua Kaplan (CRD# 5930106) is an Investment Advisor Representative working at Landmark Wealth Management in Getzville, NY and has 1 year of experience in the finance industry.

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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