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LANDMARK FINANCIAL ADVISORS, LLC
LANDMARK FINANCIAL ADVISORS, LLC
BOWLING GREEN, Kentucky
·
4 registered advisors
·
CRD# 129435
SEC# 801-62582
0
270-782-9222
01
Firm Overview
AUM
$504M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at LANDMARK FINANCIAL ADVISORS, LLC
4 registered advisors
Lewis Brent Mason
BOWLING GREEN, Kentucky
CRD# 2257293
Thomas Arthur Donnelly
BOWLING GREEN, Kentucky
CRD# 4732884
Vince Anthony Berta
BOWLING GREEN, Kentucky
CRD# 4732880
William H Borders
BOWLING GREEN, Kentucky
CRD# 2237620
05
Office Locations
BOWLING GREEN, Kentucky
4 advisors
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Data sourced from SEC Form ADV filings. LANDMARK FINANCIAL ADVISORS, LLC (CRD# 129435) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.