Unclaimed Profile

Lance Keith Tempest

LANDMARK WEALTH ADVISORS, LLC·FARMINGTON, Utah

Series 7, Series 24, Series 63, Series 65Clean record29 years registeredLANDMARK WEALTH ADVISORS, LLC

286 SOUTH 200 WEST, FARMINGTON, UT 84025CRD# 2848600Firm CRD# 166989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lance Keith Tempest · FARMINGTON, UT

Registration

CRD #2848600 · LANDMARK WEALTH ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

LANDMARK WEALTH ADVISORS, LLC

Apr 2013 – present

TEMPEST FINANCIAL ADVISORS, L.C.

Mar 2006 – Jul 2013

CENTERVILLE, UT

LPL FINANCIAL CORPORATION

Feb 1997 – Oct 2009

CENTERVILLE, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 24, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANDMARK WEALTH ADVISORS, LLC

CRD 166989 · SEC 801-130036

AUM

$108M

Regulatory assets under management

Employees

465 client accounts

Services offered by LANDMARK WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LANDMARK WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lance Keith Tempest offer?

Lance Keith Tempest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Utah for a consultation.

What are Lance Keith Tempest's credentials?

Lance Keith Tempest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lance Keith Tempest located?

Lance Keith Tempest is based in FARMINGTON, Utah, working with LANDMARK WEALTH ADVISORS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Lance Keith Tempest charge for services?

Lance Keith Tempest's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANDMARK WEALTH ADVISORS, LLC?

LANDMARK WEALTH ADVISORS, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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