For Nicole Landwehr, a financial advisor based in Seaside, Oregon, the decision to work with Nations Financial Group was about more than finding a broker/dealer—it was about finding a professional family. After nearly 20 years with Nations, she’s grown her business from the ground up, thanks to the firm’s personalized support and family-oriented approach.
“My journey with Nations started when I transitioned from a small broker/dealer called Sanstrum and Associates,” Landwehr recalls. “I mention them because I sit next to Aaron Sanstrum here at Nations today. When Sanstrum decided to move over to Nations, they recognized the same thing I’ve found over the years—that family feeling.”
Growing a Business with Personalized Support
As a one-person office without support staff, Landwehr has relied on Nations Financial Group for assistance with back-office operations, compliance, and strategic planning. That support has been instrumental in helping her build a successful practice.
“When I have questions, they’re there for me quickly, walking me through situations,” she says. “They’ve helped me grow my business from the ground floor to a very successful place.”
Recently, Nations has also been guiding Landwehr as she plans for the future, including discussions around succession planning and the possibility of bringing additional staff into her office.
“They’ve been super supportive,” she says. “They’re encouraging me to take the next steps, whether it’s bringing in licensed staff or support staff. I feel like they’re looking out for me.”
Navigating Challenges with a Steady Hand
Like any financial advisor, Landwehr has had to navigate the more challenging aspects of the business, including compliance requirements. But even in those moments, she’s found Nations to be a steady, reassuring presence.
“Sometimes, when you’re working with compliance, there are issues that need attention,” Landwehr explains. “But Nations has a way of reeling you back in and making you feel comfortable with their approach. They walk you through the not-so-fun parts so that you can enjoy the other parts of the business.”
A Family Feel with Real Results
After nearly two decades with Nations Financial Group, Landwehr remains grateful for the partnership and the firm’s ongoing commitment to her success
“I guess I would say they’re kind of like family,” she says. “They take you in, they want you to succeed, and they’re there to help you through every step of the journey.”
For financial advisors seeking a broker/dealer that offers both personalized support and a sense of belonging, Nations Financial Group may be the perfect fit—just like it’s been for Nicole Landwehr.
