PL
CFP
PL
CFP

Paul Landers

33 Years of Experience
Hurley, WI
1 Disclosure

Paul Landers is a CFP-designated registered investment advisor at Advisory Services Network, based in Hurley, WI, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hurley, WI

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History

Regulatory History (1)
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Customer Dispute
February 2001
Withdrawn
Employment History
Current Registrations
Advisory Services Network
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2020 - April 2020 · 3 mos
Cetera Financial Specialists LLCBroker
January 2020 - April 2020 · 3 mos
LPL Financial LLC
July 2016 - January 2020 · 3 yrs 6 mos
LPL Financial LLCBroker
July 2016 - January 2020 · 3 yrs 6 mos
Wayne Hummer Investments L.L.C.Broker
November 2008 - June 2016 · 7 yrs 7 mos
Wayne Hummer Investments L.L.C.
November 2008 - June 2016 · 7 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - November 2008 · 3 yrs 4 mos
Chase Investment Services CORP.
July 2005 - November 2008 · 3 yrs 4 mos
Banc One Securities CorporationBroker
August 2003 - July 2005 · 1 yr 11 mos
Banc One Securities Corporation
August 2003 - July 2005 · 1 yr 11 mos
Raymond James & Associates, INC.Broker
April 1999 - August 2003 · 4 yrs 4 mos
Everen Securities, INC.Broker
December 1996 - April 1999 · 2 yrs 4 mos
Painewebber IncorporatedBroker
September 1992 - January 1997 · 4 yrs 4 mos
State Registrations4 states
ILNETXWI
Advisor

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.

Exams
No exam information available for this advisor.