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Paul Landers

Advisor at Advisory Services Network

Updated today

Location

Hurley, WI

Credentials

CFP®, Series 63, Series 65

Industry experience

33 years

About

Paul Landers is a CFP® professional with 33 years of industry experience. He is currently an advisor at Advisory Services Network, where he has worked since 2020. His prior experience includes roles at Cetera, LPL Financial, and Wayne Hummer Investments. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Client services

Based on Advisory Services Network

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Occupation focus

Based on Advisory Services Network

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.

Percentage

$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.

Project-based

Financial planning and investment consulting hourly fees range from $150 to $400 per hour.

Subscriptions

Monthly subscription fee-based advice service ranging from $35 to $250 per month.

Other

Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.

Location

Hurley, WI

Most active in

Illinois · Nebraska · Texas · Wisconsin

Work history

Advisory Services Network LLC

2020 - Present (6 years)

Cetera

2020 - 2020 (1 year)

Cetera Financial Specialists LLC

2020 - 2020 (1 year)

LPL FInancial, LLC

2016 - 2020 (4 years)

Wayne Hummer Investments

2008 - 2016 (8 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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Business ownership considerations
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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

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Wakefield, MI

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Series 66

Ironwood, MI

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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