Timothy Bangerter is a registered investment advisor, based in Farmington, UT, with 31 years of industry experience.
Location
286 South 200 West, Suite 230, Farmington, UT, 84025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is involved in outside sales of insurance since 2002 and is an agent selling fixed life insurance and annuity contracts. He also dedicates nearly full-time hours to Landmark Wealth Advisors, LLC, a registered investment advisor (RIA).
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Landmark Wealth Advisors, LLC
Previous Registrations
Bangerter Financial Group
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.