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LANDMARK WEALTH ADVISORS, LLC
LANDMARK WEALTH ADVISORS, LLC
FARMINGTON, Utah
·
4 registered advisors
·
CRD# 166989
SEC# 801-130036
0
801-295-8700
01
Firm Overview
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LANDMARK WEALTH ADVISORS, LLC
4 registered advisors
Alisa Bangerter
FARMINGTON, Utah
CRD# 6293249
Lance Keith Tempest
FARMINGTON, Utah
CRD# 2848600
Tiffany Tempest
FARMINGTON, Utah
CRD# 6293247
Timothy G Bangerter
FARMINGTON, Utah
CRD# 2593035
05
Office Locations
FARMINGTON, Utah
4 advisors
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Data sourced from SEC Form ADV filings. LANDMARK WEALTH ADVISORS, LLC (CRD# 166989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.