AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Jennifer Lee Beyl-Lee

LWMG, LLC·LAKE ELMO, Minnesota
SIE, Series 7, Series 66CFPClean record12 years registeredLWMG, LLC
8665 HUDSON BLVD. N, LAKE ELMO, MN 55042CRD# 5867268Firm CRD# 322210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Lee Beyl-Lee · LAKE ELMO, MN
Registration
CRD #5867268 · LWMG, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
Oct 2024 – present
LANDMARK WEALTH MANAGEMENT GROUP
Aug 2022 – Nov 2024
LAKE ELMO, MN
THRIVENT ADVISOR NETWORK, LLC
Jan 2021 – Aug 2022
Farmington, MN
THRIVENT INVESTMENT MANAGEMENT INC.
Nov 2013 – Feb 2021
FARMINGTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 18, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LWMG, LLC
CRD 322210 · SEC 801-125975
AUM
$824M
Regulatory assets under management
Employees
40
2,904 client accounts
Services offered by LWMG, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LWMG, LLC →
Introduction

Speak with Jennifer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE ELMO?

Browse all registered financial advisors in LAKE ELMO, Minnesota or claim this profile if it's yours.

Browse LAKE ELMO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jennifer Lee Beyl-Lee offer?
Jennifer Lee Beyl-Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE ELMO, Minnesota for a consultation.
What are Jennifer Lee Beyl-Lee's credentials?
Jennifer Lee Beyl-Lee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jennifer Lee Beyl-Lee located?
Jennifer Lee Beyl-Lee is based in LAKE ELMO, Minnesota, working with LWMG, LLC. Their office serves clients in the LAKE ELMO metropolitan area and surrounding communities.
How does Jennifer Lee Beyl-Lee charge for services?
Jennifer Lee Beyl-Lee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LWMG, LLC?
LWMG, LLC has approximately 40 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LWMG, LLC

Bjorn Thomas Nesvold
LAKE ELMO, MN
Bradley Richard Stark
LAKE ELMO, MN
Gary Arthur Tangwall
LAKE ELMO, MN
ChFC
Thomas Mark Selbo
LAKE ELMO, MN
CFP
Chad David Broberg
LAKE ELMO, MN
CFPChFC
Todd Sterling Gillingham
LAKE ELMO, MN
CFPChFC

More Advisors in LAKE ELMO, Minnesota

Charles Alan Blossom
PRESTIGE PLANNING, INC.·LAKE ELMO, MN
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile