Top financial advisors in Lake Elmo, MN
We've curated a list of the best financial advisors in Lake Elmo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $686,020,799 Number of advisors 28 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lake Elmo, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Landmark Wealth Management Group
Landmark Wealth Management Group is a registered investment adviser offering financial planning, consulting, and investment management services. The firm was established in May 2022 and is owned by Todd Gillingham, Gary Tangwall, Thomas Selbo, Jennifer Beyl-Lee, Chad Broberg, and Bjorn Nesvold. As of December 31, 2023, the firm had $824,391,424 in assets under management, with $794,000,213 managed on a discretionary basis and $30,391,211 managed on a non-discretionary basis. Landmark Wealth Management Group provides personal comprehensive financial planning services covering various aspects such as business planning, trust and estate planning, investment management, insurance planning, retirement planning, and more. Clients have the option to engage the firm for additional services, including investment management. The firm primarily allocates client assets among mutual funds, ETFs, independent investment managers, and individual securities. Clients have discretion over decisions regarding implementation and are not obligated to act upon recommendations. Landmark Wealth Management Group charges a fixed fee for financial planning and consulting services, ranging from $500 to $100,000+ per year, and an annual fee based on assets under management, with fees ranging from 0.60% to 1.55% depending on the portfolio value. The firm receives economic benefits from Fidelity, the custodian, which may influence the choice of custodian. Landmark Wealth Management Group acts as a fiduciary when providing investment advice, ensuring that clients' interests come first. The firm does not have a legal or disciplinary history. Clients can request a copy of the firm's Disclosure Brochure for more detailed information.
$686,020,799 under management
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Lake Elmo, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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