Gary
Tangwall

Landmark Wealth Management Group

CRD#1272316
Investment Advisor
in Lake Elmo, MN

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About this Advisor

Gary Tangwall is a financial advisor based in Lake Elmo, Minnesota, working with Landmark Wealth Management Group. Gary has previously held positions at Thrivent Advisor Network, LLC D/B/A Landmark Wealth Management, Purshe Kaplan Sterling Investments, Inc, Landmark Wealth Management Group, Thrivent Investment Management Inc, and Thrivent Financial For Lutherans. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Gary is part of Landmark Wealth Management Group, which operates out of Lake Elmo, Minnesota. The firm has 3 offices and 40 employees. The firm manages assets totaling $824.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Landmark Wealth Management Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8665 Hudson Blvd. N Suite 100
Lake Elmo, MN 55042

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Landmark Wealth Management Group Brokerage Details

Total Assets Under Management

$824,391,424

MN Average: $5,289,111,388
Total Number of Employees

40

MN Average: 157
Total Number of Accounts

2,904

MN Average: 8,262
Average Account Size

$283,881

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Gary Tangwall Work History

2022 - Present (2 years)

Landmark Wealth Management Group

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC D/B/A Landmark Wealth Management

2002 - 2020 (18 years)

Thrivent Investment Management Inc

2002 - 2020 (18 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Gary Tangwall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Landmark Wealth Management Group

James Geissler
River Falls, WI
Jack Mcnamara
Lake Elmo, MN
Ryan Trabant
Lake Elmo, MN
Leah Swanson
Lake Elmo, MN
Jennifer Beyl-Lee
Lake Elmo, MN
Thomas Selbo
Lake Elmo, MN
Tamara Mark
Lake Elmo, MN
Kurt Haugen
Hudson, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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