LP
LP

Landon Poll

4 Years of Experience
Grand Rapids, MI
Broker

Landon Poll is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Landon works as an associate/employee for Kapteyn Wealth Partners and The Kapteyn Group Financial Partners LLC, providing financial planning, investment advice, and administrative functions. These activities each take about half of Landon's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2021 - Present · 4 yrs 10 mos
State Registrations6 states
GAILMINCPAVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.