Tamara
Mark
Landmark Wealth Management Group
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About this Advisor
Tamara Mark is a financial advisor based out of Lake Elmo, Minnesota who has 1 year of industry experience. Mark is currently employed by Landmark Wealth Management Group. During their career, the advisor has held roles at Thrivent Investment Management Inc, Pacific Solutions, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc and Landmark Wealth Management Group. Mark holds Series 66 and Series 63 licenses, qualifying them as a securities broker, and can work in California. Landmark Wealth Management Group is an advisory business based out of Lake Elmo, MN. The investment advisory business has offices in three locations and a total of 28 employees. It handles $717 million in assets under management between its 2,655 accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,655 accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Landmark Wealth Management Group offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on the type of financial services. However, fee types charged by Landmark Wealth Management Group can consist of 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
Tamara Mark Work History
Tamara has been registered as a financial advisor for 1 years.*
Landmark Wealth Management Group
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Pacific Solutions
*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 Tamara Mark 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
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