TB
Timothy G. Bangerter
LANDMARK WEALTH ADVISORS
Farmington, UT 84025
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CRD#: 2593035
TB
Professional summary
Timothy G Bangerter, who also goes by Tim Bangerter, is a registered financial advisor currently at LANDMARK WEALTH ADVISORS, LLC located in Farmington, Utah and PURSHE KAPLAN STERLING INVESTMENTS located in Farmington, Utah.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Timothy has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Bangerter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy G Bangerter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 30, 2013 - Present
LANDMARK WEALTH ADVISORS, LLC
Office #1: 286 South 200 West Suite 230, Farmington, UT 84025RIA
CRD#: 166989
Farmington, UT
Current
May 1, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 286 South 200 West Suite 230, Farmington, UT 84025BD
CRD#: 35747
Farmington, UT
Past
November 1, 2004 - May 7, 2013
BANGERTER FINANCIAL GROUP
RIA
CRD#: 131105
BOUNTIFUL, UT
Past
April 24, 2002 - May 9, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOUNTIFUL, UT
Past
March 19, 2002 - May 9, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
BOUNTIFUL, UT
Past
March 1, 1995 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
March 1, 1995 - March 22, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LANDMARK WEALTH ADVISORS, LLC
LANDMARK WEALTH ADVISORS, LLC
CRD#: 166989 / SEC#: 801-130036
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)Utah
Registered Investment Advisory firm - (6/11/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/1/2013)
RR
Missouri(9/20/2016)
RR
Texas(9/20/2016)
IAR
Texas(8/5/2024)
RR
Utah(5/1/2013)
IAR
Utah(5/14/2013)
RR
Wyoming(5/1/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LANDMARK WEALTH ADVISORS, LLC
LANDMARK WEALTH ADVISORS, LLC
CRD#: 166989 / SEC#: 801-130036
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)Utah
Registered Investment Advisory firm - (6/11/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
286 South 200 West Suite 230, Farmington, UT 84025
Mailing Address
Phone number
(801) 295-8700
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 476 |
| AUM (Assets Under Management) | $ 122,490,704 |
Red Flags
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Company Information
LANDMARK WEALTH ADVISORS, LLC
CRD#: 166989Farmington, UT 84025TRUST BUT VERIFY
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Contact information
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