Nicolle Landwehr
Nicolle Landwehr is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Seaside, OR, with 29 years of industry experience. Nicolle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
960 N. Roosevelt Dr., Seaside, OR, 97138
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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
Nicolle is an insurance agent selling term life and fixed annuities, dedicating minimal time to this activity. She is also a co-owner of Landwehr Enterprises LLC, a rental property business, and a board member of the Seaside Rotary Club, and a member of Nicolle Landwehr, LLC, an advisory business, spending about a quarter of her time on this.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Sanstrum & Associates, INC.
Sanstrum & Associates, INC.Broker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
State Registrations23 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.