RIA Intelligence

LWMG, LLC

Legal name: LANDMARK WEALTH MANAGEMENT GROUP

CRD #322210 SEC #801-125975 LAKE ELMO, MN (800) 251-9932
SEC Registered
Total AUM
$824.4M
Discretionary
$794M
Employees
40
Clients
51
Accounts
2,904

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 25, 2024
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
BUSH, STEPHANIE, KIMICHIEF COMPLIANCE OFFICERNA Control
BUSH, STEPHANIE, KIMICHIEF COMPLIANCE OFFICERNA Control
BUSH, STEPHANIE, KIMICHIEF COMPLIANCE OFFICERNA Control
GOFORTH, SONIA, ANNICHIEF COMPLIANCE OFFICERNA
GOFORTH, SONIA, ANNICHIEF COMPLIANCE OFFICERNA
GOFORTH, SONIA, ANNICHIEF COMPLIANCE OFFICERNA
Patton, Kevin, JasonICHIEF COMPLIANCE OFFICERNA
STARK, BRADLEY, RICHARDICHIEF COMPLIANCE OFFICERNA Control
STARK, BRADLEY, RICHARDICHIEF COMPLIANCE OFFICERNA Control
STARK, BRADLEY, RICHARDICHIEF COMPLIANCE OFFICERNA Control
STARK, BRADLEY, RICHARDICHIEF COMPLIANCE OFFICERNA Control
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
GILLINGHAM, TODD, STERLINGIMEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
TANGWALL, GARY, ARTHURIMANAGING MEMBERC Control
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BEYL-LEE, JENNIFER, LEEIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
BROBERG, CHAD, DAVIDIMEMBERB
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
NESVOLD, BJORN, THOMASIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA
SELBO, THOMAS, MARKIMEMBERA

Registrations

Federal

IA
Jul 25, 2024 REGISTERED

Notice Filings (12)

AK AZ CA CO FL IN MN NV OR TX WA WI

Address

8665 HUDSON BLVD. N
SUITE 100
LAKE ELMO, MN 55042
United States
Phone: (800) 251-9932