Timothy G Bangerter

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
• 05/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2002-04-24 → 2013-05-09
  Lpl Financial Llc
  Bountiful, UT
  Price, UT
• 2004-11-01 → 2013-05-07
  Bangerter Financial Group
  Bountiful, UT

Other Businesses

1) OUTSIDE SALES OF INSURANCE; investment-related; 286 South 200 West, Suite 230, Farmington, UT 84025; Insurance Sales; start 4/1/2002 2) R L BANGERTER PARTNERSHIP. Not Investment Related. 300 S. 200 W., Bountiful UT 84010. Family Partnership. Limited Partner. Start 1983. 1 hour per month, Holding company for real estate. 3) BOUNTIFUL CLEANERS, INC. Not Investment Related. 344 S 500 W., Bountiful UT 84010. Family Business. Secretary. Start 1983. 2 hours per month. 4) JBT EXPEDITIONS, LLC. Not Investment Related; Holding Company; Owner; Family Tax planning; start 8/1/2005 5) LANDMARK WEALTH ADVISORS, LLC. Investment Related. 286 South 200 West, Suite 230, Farmington UT 84025. RIA. Started 5/2013. 120 hrs/mo. 6) PKS FINANCIAL SERVICES. Investment Related. 80 State Street, Albany NY 12207. Fixed Insurance. Agent. Start 6/5/2013. Sales & Service of fixed life insurance and annuity contracts 7) TABB EXPEDITIONS, LLC. Not Investment Related. 210 W Chase Lane, Centerville, UT 84014. Estate Planning. Manager. Start 11/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-07
• S63 Uniform Securities Agent State Law Examination
  1995-03-07

Other Names

• Tim Bangerter