Todd
Gillingham
Landmark Wealth Management Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Todd Gillingham is a certified financial planner and chartered financial consultant based in Lake Elmo, Minnesota who has 1 year of relevant experience. Gillingham is an advisor for Landmark Wealth Management Group. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, Inc and Thrivent Advisor Network, LLC. Gillingham has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Landmark Wealth Management Group is an advisory business that has its headquarters in Lake Elmo, MN. The firm has offices in three locations and a total of 28 financial advisors. It has $717 million in assets between its 2,655 customer accounts, making it one of the larger financial advisory 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 individuals who have greater than $1 million in assets. The business offers 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 vary depending on which services the firm provides the client. Fee types charged by Landmark Wealth Management Group most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Todd Gillingham Work History
Todd has been registered as a financial advisor for 1 years.*
Landmark Wealth Management Group
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*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 Todd Gillingham 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
