Brian
Laible
Landmark Wealth Management
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About this Advisor
Brian Laible is a certified financial planner and personal financial specialist based in Getzville, New York who has 1 year of industry experience. Laible is currently employed by Landmark Wealth Management. They have been with Landmark Wealth Management for their complete career. Laible holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in New York. Landmark Wealth Management is a company based out of Getzville, NY. It manages $391 million in assets under management between its 244 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 244 accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. Landmark Wealth Management provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice largely are based on which services the firm provides the client. However, fees charged by Landmark Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Landmark Wealth Management Brokerage Details
$390,975,200
6
244
$1,602,357
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Laible Work History
Brian has been registered as a financial advisor for 1 years.*
Landmark Wealth Management
*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 Brian Laible 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
Getzville, NY
Getzville, NY
Getzville, NY
Getzville, NY
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.
