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Erin Sue Lane

Advisor at Principal Financial Services — Nashville, IN

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Nashville, IN

Principal Financial Services logo

Principal Financial Services

Enterprise

Total advisors

1,467

Across 577 offices

Clients per advisor

35 Very Low

Avg AUM per client

$324,050 Low

HNW client ratio

5% Low

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

See office

Nashville, IN

Nashville IN

Advisors at this office

1

Most active in

Indiana

Work history

26 years of industry experience

Principal Life Insurance Company

2025 - Present • 1 year

Nashville, IN

Principal Securities, Inc.

2025 - Present • 1 year

Des Moines, IA

Lincoln Investment

2025 - 2025 • 1 year

Fort Washington, PA

Shepherd Financial

2025 - 2025 • 1 year

Carmel, IN

Shepherd Financial Investment Advisory LLC

2025 - 2025 • 1 year

Carmel, IN

T. Rowe Price

2024 - 2025 • 1 year

Owings Mills, MD

T. Rowe Price

2013 - 2024 • 11 years

Colorado Springs, CO

Principal Financial Services

2004 - 2013 • 9 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

Kinder Financial Services

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Wealth management
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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Christopher M

Series 66, Series 63

Bloomington, IN

Mosaic Wealth Management LLC

Christopher Meador is a financial advisor at Mosaic Wealth Management LLC with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Mosaic Wealth Management in 2026, he worked at Raymond James & Associates for seven years and Financial Engines Advisors for four years. Mosaic Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management, selection of other advisers, and participation as portfolio manager in a wrap fee program. The firm employs an investment process that includes fundamental analysis, modern portfolio theory, and options strategies, primarily using mutual funds and ETFs while requiring clients to custodian assets with Raymond James.

Options & derivatives strategies Real estate investing
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Max V

Series 65

Bloomington, IN

Laughlin Financial LLC

Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with one year of industry experience. Prior to joining Laughlin Financial, he was affiliated with Indiana University and has had entrepreneurial experience with MintMax Power Washing. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment strategies, discretionary asset management, and integrated tax planning supported by licensed CPAs.

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

CFP®, PFS™, Series 66

Bloomington, IN

Laughlin Financial LLC

John Laughlin is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 18 years of industry experience. He has served as a financial advisor at Laughlin Financial LLC since 2012 and previously worked at Credit Suisse Securities (USA) LLC from 2008 to 2012. Laughlin Financial LLC provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers tailored investment management and planning services, incorporating a range of strategies and specialized capabilities such as integrated accounting services and the use of advanced operational technology.

Retirement plans for business owners (SEP, solo 401k)
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Eldon M

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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