Lance Keith Tempest

Employer firm

Landmark Wealth Advisors, LLC CRD 166989

$136M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Landmark Wealth Advisors, Llc
  Farmington, UT

Previous Registrations

• 2006-03-30 → 2013-07-03
  Tempest Financial Advisors, L.C.
  Centerville, UT
• 1997-02-24 → 2009-10-12
  Lpl Financial Llc
  Centerville, UT

Other Businesses

1) OUTSIDE SALES OF FIXED LIFE/HEALTH INSURANCE. investment related; less than 1 hour per month during and after securities trading hours; started 06/1999 2) BOOKKEEPING SERVICES FOR FAMLIES. not investment related; owner; duties: Bank statement reconciliation, mailing checks that have been signed by account owners, providing spending reports to account owners, budgeting exercises as required; 5 hours/5 security hours per month; percentage of total yearly compensation expected to be ~1%; started 06/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-13
• S63 Uniform Securities Agent State Law Examination
  1997-02-07