Unclaimed Profile

Timothy G Bangerter

LANDMARK WEALTH ADVISORS, LLC·FARMINGTON, Utah

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record24 years registeredLANDMARK WEALTH ADVISORS, LLC

286 SOUTH 200 WEST, FARMINGTON, UT 84025CRD# 2593035Firm CRD# 166989

Profile Verification

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

Identity

Timothy G Bangerter · FARMINGTON, UT

Registration

CRD #2593035 · LANDMARK WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LANDMARK WEALTH ADVISORS, LLC

Apr 2013 – present

BANGERTER FINANCIAL GROUP

Nov 2004 – May 2013

BOUNTIFUL, UT

LPL FINANCIAL LLC

Apr 2002 – May 2013

BOUNTIFUL, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · April 24, 2002

Years registered · 24

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 Timothy G Bangerter offer?

Timothy G Bangerter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Utah for a consultation.

What are Timothy G Bangerter's credentials?

Timothy G Bangerter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy G Bangerter located?

Timothy G Bangerter 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 Timothy G Bangerter charge for services?

Timothy G Bangerter'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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