Jennifer
Beyl-Lee
Landmark Wealth Management Group
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About this Advisor
Jennifer Beyl-Lee is a certified financial planner who works out of Lake Elmo, Minnesota, with a total of 1 year of industry experience. Beyl-Lee is an employee of Landmark Wealth Management Group. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC Dba Landmark Wealth Management, Purshe Kaplan Sterling Inv and Landmark Wealth Management Group. Beyl-Lee holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Landmark Wealth Management Group is a business based in Lake Elmo, MN. The company has offices in three locations and a total of 28 financial advisors. It handles $717 million in assets between its 2,655 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,655 client accounts, just 14% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the financial services offered. However, fee types charged by Landmark Wealth Management Group likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Landmark Wealth Management Group Brokerage Details
$717,201,934
28
2,655
$270,133
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Beyl-Lee Work History
Jennifer has been registered as a financial advisor for 1 years.*
Landmark Wealth Management Group
Purshe Kaplan Sterling Inv
Thrivent Advisor Network, LLC Dba Landmark Wealth Management
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Beyl-Lee 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
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Hudson, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
