Broker Check

Disclosures

Standard Disclosure

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies. Information in this message is for the intended recipient[s] only. Please visit our website Landmarkwealthmanagementgroup.com for important disclosures.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Landmark Wealth Management Group are not affiliated companies.

Important Disclaimers

Landmark Wealth Management Group is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment Adviser ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. 

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies.

Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

THRIVENT FINANCIAL IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent Financial. Not available in all states. 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at Landmark Wealth Management Group (“Website”) or any of the information or services provided by Landmark Wealth Management Group or Thrivent Advisor Network, LLC (collectively “Thrivent”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by us in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

We reserve the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

Risk Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Landmark Wealth Management Group and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. 

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. We do not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice. 

Please remember that it remains your responsibility to advise Landmark Wealth Management Group, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. 

We will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact us at [email protected] to request a free copy via .pdf or hardcopy. 

Privacy Disclosures

Landmark Wealth Management Group is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.  

We do not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.

For a copy of our Privacy Policy, please click here. [email protected]

Social Media

Landmark Wealth Management Group may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. 

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Thrivent Advisor Network’s advisory persons after entering into an advisory agreement and provided us with all requested background and account information.

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser.  Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Landmark Wealth Management Group are not affiliated companies.

If you have any questions regarding our policies, please Contact us at [email protected]

Email Disclosures

Landmark Wealth Management Group often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. We make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send us private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. If you have received an email from us in error, we ask that you contact the sender and destroy the email and its contents. Our emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Thrivent Advisor Network or the securities regulators. 

Please note: Landmark Wealth Management Group does not accept trading or money movement instructions via email.

Additionally For IARs

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser.  Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Landmark Wealth Management Group are not affiliated companies.

If you have any questions regarding our email policies, please Contact us at [email protected]

Business Card and Letterhead Disclosure

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser.  Landmark Wealth Management Group and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Purshe Kaplan Sterling Investments(“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Landmark Wealth Management Group are not affiliated companies.

Financial Planning Disclosures

IMPORTANT: Advisory Person(s) may use proprietary financial planning tools, calculators and third-party tools and materials ("Third-Party Materials") to develop your financial planning recommendations. The projections or other information generated Third-Party Materials regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Thrivent Advisor Network, LLC and its advisors do not provide legal, accounting or tax advice. Consult your attorney and or tax professional regarding these situations. 

The return assumptions in Third-Party Materials are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used.  It is not possible to directly invest in an index.  Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives.  Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Investing involves risks, including the possible loss of principal.

Investment advisory services are offered through Thrivent Advisor Network, LLC, a registered investment adviser. This material, in and of itself, does not create an investment advisory relationship subject to the Investment Advisers Act of 1940. 

The purpose of the report is to illustrate how accepted financial and estate planning principles may improve your current situation. The term "plan" or "planning," when used within this report, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. You should use this Report to help you focus on the factors that are most important to you. Review the Financial Planning Disclosure Document and the Financial Planning Agreement for a full description of the services offered and fees.

THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Certain insurance and annuity products issued by Thrivent. Not available in all states. 

Investment advisory products and services offered through Thrivent Advisor Network, LLC. A Registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Thrivent. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level or skill or ability. Advisory services available through investment adviser representatives only. Clients will separately engage a broker-dealer or custodian to safeguard their investment advisory assets.  Review the Thrivent Advisor Network ADV Disclosure Brochure and Wrap-Fee Program Brochure for a full description of services, fees and expenses.

Some Thrivent Advisor Network LLC advisors may also be registered representatives of a broker-dealer to offer securities products. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Please visit our website www.thriventadvisornetwork.com for important disclosures.


Performance Reports / Net Worth Statements

This material’s intended use is confidential in nature and only provided to you as a one-on-one only presentation. This report may also contain manually entered assets. The accuracy and authenticity of manually entered assets are reliant solely on the author of the information and not controlled by or attested to as accurate by Thrivent Advisor Network, LLC. nor its affiliates or business partners. Any information represented as manually entered assets should be regarded as informational only and not interpreted as official or legal financial positions. This combined total is subject to any error of any of the types of data sources that may be contributing to it, including manual entry errors and data reliability or completeness errors. The cost basis information is subject to the validity of the supplier of cost basis information and should not be used for tax purposes and is being provided as a customer courtesy. The information herein is from sources deemed to be reliable, but its accuracy cannot be guaranteed. This report may include assets that our qualified custodian does not hold on your behalf (“held away assets”). Assets “held away” are those which have been solicited and/or are held outside of the qualified custodian. The content of this report supplements, but is not intended to replace, the official customer account statement (hereafter referred to as "source document") provided by the custodian. You are encouraged to review and maintain the official source document(s) provided by the account custodian(s). These source documents may contain notices, disclosures and other important information and may also serve as a reference should questions arise regarding the accuracy of the information in this consolidated report. Always refer to these source documents for lending, legal or tax purposes. Calculations are based on and valuations are stated in US Dollars. 

This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. Please notify us if there have been any changes to your financial situation or your investment objectives, or if you would like to place or modify any reasonable restrictions on the management of your account. 

Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Please visit our website www.thriventadvisornetwork.com for important disclosures.

3M Disclosure

Landmark Wealth Management Group of Thrivent Financial is not affiliated with 3M, nor representatives of its benefits, retirement or pension plans. They have extensive knowledge of the 3M Benefit and Retirement Plans, but do not have full expertise for a complete discussion of the details of your specific situation. For complete details, contact the 3M H.R. department and/or Retirement Plan Administrator for complete details.