Nicolle Landwehr
Nicolle Landwehr is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Seaside, OR, with 30 years of industry experience. Nicolle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
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 Registrations24 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.