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Advisors / New York / Getzville
26yrs

Mark Collard

Financial advisor at Landmark Wealth Management

Mark Collard is a fiduciary financial advisor in Getzville, New York, with 26 years in the industry. Mark joined Landmark Wealth Management in 2021, after less than a year at Banc of America Investment Services and two years at Quick & Reilly. Landmark Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 15 advisors with offices in Getzville, and one of 12 fiduciaries.

Getzville, NY 14068Top advisor by experience at Landmark Wealth ManagementFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top advisor by experience at Landmark Wealth Management
Office2410 North Forest Road Suite 101, Getzville, NY 14068
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.26 million
Advisors at the firm5
States licensed ?2 states

Services through Landmark Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
  2. Oct 2004 – Feb 2005
    Banc of America Investment Services, Inc.Previously
  3. Mar 2003 – Oct 2004
    Quick & Reilly, Inc.Previously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Landmark Wealth Management at (716) 810-9594 and ask for Mark Collard. Mark works from the Getzville, NY office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2000, about 26 years. Top advisor by experience at Landmark Wealth Management.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Landmark Wealth Management reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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