LANDMARK FINANCIAL ADVISORS, LLC

BOWLING GREEN, Kentucky·4 registered advisors·CRD# 129435
SEC# 801-625820270-782-9222
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 PlanningInvestment Management
04

Advisors at LANDMARK FINANCIAL ADVISORS, LLC

4 registered advisors
Lewis Brent Mason
BOWLING GREEN, Kentucky
Thomas Arthur Donnelly
BOWLING GREEN, Kentucky
Vince Anthony Berta
BOWLING GREEN, Kentucky
William H Borders
BOWLING GREEN, Kentucky
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.