Broker Check


Landmark Financial Services has relationships with various organizations in order to serve our clients and fulfill our mission:

  • AdvisorNet Benefits - Landmark Financial Services has partnered with AdvisorNet Benefits in order to provide company benefits and retirement plan services to help our clients rein in costs and enhance the quality of their benefits. Because of our independence, we do not represent one specific company and can assist you in shopping dozens of providers for solution that meets your needs. See our Employer Benefits page to learn more
  • AdvisorNet Investment Advisory - Provides advisors of Landmark Financial Services:
    • Direct access to AdvisorNet RIA managers
    • Compliance assessment ad consulting
    • Training and assistance in development of financial plans
  • AdvisorNet Insurance - "One size fits all" is a quote that typically does not apply to insurance solutions. Landmark Financial Services partnered with AdvisorNet Insurance to provide out clients cost effective solutions to top insurance providers in the areas of life, disability, long term care, and annuity products. AdvisorNet Insurance helps our advisors shop the insurance marketplace to find solutions designed to protect our client's business and loved ones from undesirable circumstances.
  • eMoney - We use eMoney's Wealth Management system as our client's turnkey financial planning platform.
  • Cetera Advisor Networks LLC - Cetera Advisor Networks LLC is our broker dealer and is one of the largest independently managed broker-dealers in the United States. Cetera Advisor Networks serves approximately 5,000 independent financial professionals.