Nicole Lanning is a ChFC-designated registered investment advisor at Anderson Financial Strategies, LLC, based in Dayton, OH, with 12 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 241 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
2500 Stratacache Tower, 40 N Main St., Dayton, OH, 45423
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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 Activities
Nicole works as an office manager for Stratton Mortgage, a mortgage brokerage, completing their bi-monthly payroll. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Anderson Financial Strategies, LLC
Previous Registrations
Nationwide Investment Services CorporationBroker
Transamerica Capital, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.