Landmark Wealth Management Group

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

8665 Hudson Blvd N Ste 100, Lake Elmo, M...

Phone Number

(651) 779-9720

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Landmark Wealth Management Group

Originating in Scotland, a cairn is a mound of stones built as a navigational aid for travelers to signal safe passage on their cross country treks. At Landmark Wealth Management Group, the cairn similarly embodies a financial map for the company's clients. The company's financial plans serve as mile markers the company uses to ensure the company's clients are always headed in the right direction as they embark on their life journey toward abundance. Since 1977, the company has provided financial services and advice to a wide range of clients, including individuals, families, business owners, and employees of Fortune 500 corporations. Through comprehensive and customized financial guidance the company helps make the complex simple, bringing clarity and order to the company's clients financial lives. Landmark Wealth Management Group may utilize third-party websites, including social media websites, blogs and other interactive content. The company consider all interactions with clients,Read more
Landmark Wealth Management Group's Social MediaPopular SearchesLandmark Wealth Management GroupLandmarkLandmark Wealth ManagementLandmark Investment & Management LLCLandmark Investment I LLCSIC Code 62,628NAICS Code 52,523Show more

Landmark Wealth Management Group Org Chart

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KG
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Senior Relationship Manager

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KM
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Office Manager

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LT
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Office Manager

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JP
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Relationship Manager

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CB
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Partner, Senior Wealth Advisor

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MS
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Associate Wealth Advisor

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TG
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Financial Planner

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JK
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Associate Wealth Advisor

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Associate Wealth Advisor

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BI
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Associate Wealth Advisor

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Wealth Advisor

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Strategic Investment Advisor

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Wealth Advisor

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Compare Similar Companies to Landmark Wealth Management Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Landmark Wealth Managemen...

$5.4M
11-50
Private
-
1935
KG
Katherine GilstrapSenior Relationship Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$7M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
-
JH
Jonathan HoymeChief Financial Officer & Co- Awaken Wealth Partners Owner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2020
SH
Susie HeggieClient Relationship Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Landmark Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Landmark Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Landmark Wealth Management Group.

Landmark Wealth Management Group Tech Stack

A closer look at the technologies used by Landmark Wealth Management Group

Landmark Wealth Management Group News & Media

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Frequently Asked Questions Regarding Landmark Wealth Management Group

What is Landmark Wealth Management Group's official website?
Landmark Wealth Management Group's official website is www.landmarkwealth.com
What is Landmark Wealth Management Group's Revenue?
Landmark Wealth Management Group's revenue is $5.4 Million
What is Landmark Wealth Management Group's SIC code?
Landmark Wealth Management Group's SIC: 62,628
What is Landmark Wealth Management Group's NAICS code?
Landmark Wealth Management Group's NAICS: 52,523
How many employees does Landmark Wealth Management Group have?
Landmark Wealth Management Group has 11-50 employees
What industry does Landmark Wealth Management Group belong to?
Landmark Wealth Management Group is in the industry of: Finance, Securities Trading
What is Landmark Wealth Management Group competition?
Landmark Wealth Management Group top competitors include: Abiding Wealth Partners, Awaken Wealth Partners, Sterling Total Wealth Solutions, Summit Financial Partners
What companies has Landmark Wealth Management Group acquired?
Landmark Wealth Management Group has acquired the companies: Stonegate Financial Group, Wealth Design, Beacon Pointe Advisors, Next Generation Wealth Management
What technology does Landmark Wealth Management Group use?
Some of the popular technologies that Landmark Wealth Management Group uses are: DocuSign, Microsoft 365, Mailgun, GoDaddy DNS
How do I contact Landmark Wealth Management Group?
Landmark Wealth Management Group contact info: Phone number: (651) 779-9720 Website: www.landmarkwealth.com
What does Landmark Wealth Management Group do?

Originating in Scotland, a cairn is a mound of stones built as a navigational aid for travelers to signal safe passage on their cross country treks. At Landmark Wealth Management Group, the cairn similarly embodies a financial map for the company's clients. The company's financial plans serve as mile markers the company uses to ensure the company's... clients are always headed in the right direction as they embark on their life journey toward abundance. Since 1977, the company has provided financial services and advice to a wide range of clients, including individuals, families, business owners, and employees of Fortune 500 corporations. Through comprehensive and customized financial guidance the company helps make the complex simple, bringing clarity and order to the company's clients financial lives. Landmark Wealth Management Group may utilize third-party websites, including social media websites, blogs and other interactive content. The company consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the company generally retain copies of information that the company or third-parties may contribute to such sites. This information is subject to review and inspection by the securities regulators. The company's advisors are licensed to serve across the country with offices located in Silicon Valley, CA, as well as the Twin Cities area of Minnesota Please visit the company's website Landmarkwealth.com for important disclosures. Securities offered through Purshe Kaplan Sterling Investments(PKS), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Landmark Wealth Management Group are not affiliated companies.Read More

What are Landmark Wealth Management Group social media links?
Landmark Wealth Management Group Linkedin page Landmark Wealth Management Group Facebook page
Is Landmark Wealth Management Group a public company?
Landmark Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Landmark Wealth Management Group

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