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Erin Lane

Advisor at Principal Financial Services

Updated today

Location

Nashville, IN

Credentials

Series 63, Series 66

Industry experience

26 years

About

Erin Lane is a financial advisor with Principal Financial Services in Nashville, IN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. Her prior work includes roles at T. Rowe Price from 2013 to 2025 and several positions within Principal and Lincoln Investment during 2025. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

Nashville, IN

Most active in

Indiana

Work history

Principal Life Insurance Company

2025 - Present (1 year)

Principal Financial Services

2025 - Present (1 year)

Lincoln Investment

2025 - 2025 (1 year)

Shepherd Financial

2025 - 2025 (1 year)

Shepherd Financial Investment Advisory LLC

2025 - 2025 (1 year)

T. Rowe Price

2024 - 2025 (1 year)

T. Rowe PRice

2013 - 2024 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kinder D

Series 65

Nashville, IN

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Concentrated stock management Passive / index investing General retirement planning General tax planning
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

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Ronald Deinlein Jr. is a financial advisor with Raymond James & Associates in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains public-finance and municipal capabilities alongside its retail advisory services.

Options & derivatives strategies Real estate investing
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Christopher M

Series 63, Series 66

Bloomington, IN

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Max V

Series 65

Bloomington, IN

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Retirement plans for business owners (SEP, solo 401k)
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John L

CFP®, PFS™, Series 66

Bloomington, IN

Laughlin Financial LLC

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Retirement plans for business owners (SEP, solo 401k)
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CFP®, Series 65

Bloomington, IN

Hurlow Wealth Management Group, Inc.

Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.

Options & derivatives strategies Annuities Real estate investing
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