EL
CFP
EL
CFP

Erin Nicole Laukhuf

14 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

10406 State Route 118, Van Wert, OH, 45891

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Erin works as an insurance agent selling non-variable insurance products since January 2023. This activity requires minimal time.

Employment History
Current Registrations
Oneascent Financial Services LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Gateway Wealth Partners, LLC
October 2022 - September 2023 · 11 mos
Advisors' Pride INC.
April 2018 - October 2022 · 4 yrs 6 mos
LPL Financial LLCBroker
March 2018 - October 2023 · 5 yrs 7 mos
Cetera Investment Services LLCBroker
February 2017 - February 2018 · 1 yr
Cetera Investment Advisers LLC
February 2017 - February 2018 · 1 yr
Fifth Third Securities, INC.
May 2014 - December 2015 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
April 2014 - December 2015 · 1 yr 8 mos
Lincoln Financial Securities CorporationBroker
October 2013 - April 2014 · 6 mos
Lincoln Financial Advisors CorporationBroker
March 2010 - April 2014 · 4 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Erin Nicole Laukhuf - Financial Advisor | TrueAdvisor