Ryan
Trabant
Landmark Wealth Management Group
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About this Advisor
Ryan Trabant is a financial advisor operating out of Lake Elmo, Minnesota with a total of 1 year of industry experience. Trabant is an employee of Landmark Wealth Management Group. Over the course of their career, Trabant has held roles at Wealth Enhancement Group, Springsted Incorprated, University Of Wisconsin - La Crosse, Lakeville South High School, Harry'S Cafe, College Hunks Moving, Lpl Financial LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Thrivent Investment Management Inc, Thrivent Advisor Network, LLC and Purshe Kaplan Sterling Investments, Inc. Trabant holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Landmark Wealth Management Group is a financial advisory company that has its headquarters in Lake Elmo, MN. The investment advisory business has offices in three locations and a total of 28 people on staff. It has $717 million in assets between its 2,655 client accounts, placing it among the bigger firms in the nation by assets under management. The firm advises one charitable organizations. Of its 2,655 accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets. Landmark Wealth Management Group offers a broad set 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 for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Landmark Wealth Management Group most likely include any blend of 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
Ryan Trabant Work History
Ryan has been registered as a financial advisor for 1 years.*
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Investments, Inc
Wealth Enhancement Advisory Services
Thrivent Investment Management Inc
Wealth Enhancement Group
Lpl Financial LLC
Wealth Enhancement Brokerage Services
Springsted Incorprated
College Hunks Moving
Harry'S Cafe
University Of Wisconsin - La Crosse
Lakeville South High School
*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 Ryan Trabant 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
Hudson, WI
Lake Elmo, MN
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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