LPL Financial
34yrs
Top advisor by experience in Getzville
2yrs
Daniel Bertleff
Financial advisor at Landmark Wealth Management
Daniel Bertleff is a financial advisor in Getzville, New York, with 2 years in the industry. Daniel joined Landmark Wealth Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowLandmark Wealth ManagementCurrent firm
Contact Daniel
(716) 810-9594Landmark Wealth Management main office 2410 North Forest Road Suite 101Getzville, NY 14068Office · Get directions LinkedIn pageLandmark Wealth Management
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Landmark Wealth Management at (716) 810-9594 and ask for Daniel Bertleff. Daniel works from the Getzville, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Landmark Wealth Management reports being paid by a percentage of the assets they manage. Ask Daniel 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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