Financial ADVSR advisor directory · SEC adviser records
Landmark Wealth Management financial advisors in Getzville, NY
Every SEC-registered investment adviser representative at a Landmark Wealth Management office in Getzville, A to Z.
The short answer
4 registered advisors work at Landmark Wealth Management in Getzville, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Landmark Wealth Management advisors in Getzville, A to Z
Every Landmark Wealth Management advisor →- Wesley AustinCertified Financial Planner
- Daniel BertleffCertified Financial Planner
- Lindsay J. DelellisCertified Financial Planner
- Brian K. LaibleCertified Financial Planner, Personal Financial Specialist
Landmark Wealth Management advisors in every city and state →Landmark Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Getzville
All Getzville advisors →Questions
How many financial advisors does Landmark Wealth Management have in Getzville?
4 investment adviser representatives are registered at Landmark Wealth Management offices in Getzville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Landmark Wealth Management one of the largest advisor employers in Getzville?
Landmark Wealth Management ranks number 2 in Getzville by registered advisors; Capital Analysts has the most, with 16.
How do I check a Landmark Wealth Management advisor in Getzville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Landmark Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.