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Lance T
Series 63, Series 65
Farmington, UT
Landmark Wealth Advisors, LLC
Lance Tempest is a financial advisor at Landmark Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landmark Wealth Advisors since 2013. Outside of his advisory role, he provides bookkeeping services for families, including bank statement reconciliation and budgeting. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with tailored investment management and advisory services. The firm customizes investment programs based on client objectives and risk tolerance, using a variety of investment vehicles and ongoing portfolio monitoring.
Timothy B
Series 63, Series 65
Farmington, UT
Landmark Wealth Advisors, LLC
Timothy Bangerter is a financial advisor with Landmark Wealth Advisors, LLC in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Landmark Wealth Advisors since 2013. Outside of advisory work, he is involved in several family businesses, including a cleaning company and multiple holding companies. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing customized investment management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary services, tailoring investment programs to client objectives and risk tolerance while utilizing a broad range of investment vehicles.
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