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2410 North Forest Road Suite 101, Getzville, NY 14068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-17 |
Branch Locations
2410 North Forest Road Suite 101, Getzville, NY 14068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Wealth Management | Amherst | NY | 01/2011 | Present |
BRIAN K. LAIBLE IS A CERTIFIED PUBLIC ACCOUNTANT. IN SUCH CAPACITY, HE MAY ALSO PROVIDE INCOME TAX PREPARATION OR ACCOUNTING SERVICES. THESE SERVICES ARE INDEPENDENT OF OUR FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES AND ARE GOVERNED UNDER A SEPARATE ENGAGEMENT AGREEMENT. THE FEES FOR THESE SERVICES ARE BILLED HOURLY AND ARE IN ADDITION TO THE CLIENT'S LANDMARK'S FEES. THE HOURLY RATE VARIES DEPENDING ON THE COMPLEXITY OF THE WORK CONDUCTED. THE CLIENT HAS THE OPTION OF ENGAGING OUR FIRM FOR TAX PREPARATION OR ACCOUNTING SERVICES, AND WE DO NOT ACTIVELY SOLICIT CLIENTS TO UTILIZE THESE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-01 |
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