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.

In the competitive world of financial advising, choosing the right broker/dealer is crucial—not only for professional success but also for personal well-being. John Wilkes, a seasoned financial advisor with 26 years of experience, shared his journey of transitioning to Nations Financial Group after working with larger firms. His story highlights why more advisors are making the switch and thriving both professionally and personally.

A Personalized Support System

One of the main reasons John chose Nations was the personalized support system they offer. Unlike larger firms that often route advisors through impersonal 800-number call centers, Nations connects advisors directly with dedicated professionals. For John, this was a game-changer:

“It became readily apparent with Nations that you’re going to speak to a specific person about any issue you have or help you need,” he said.

This direct line of communication not only saves time but also builds trust. Advisors like John can confidently rely on accurate answers and swift assistance, freeing up their day to focus on what matters most: their clients.

Reduced Stress, Improved Family Life

The impact of Nations’ approach extends beyond the office. John shared that his stress levels have significantly decreased since joining Nations, positively affecting his personal life.

“My stress level has gone down tremendously just because of the help that they provide. You have a limited time during the day, and they have eliminated a lot of that chasing-down-answers time, which is so much healthier for my family.”

For John, the balance between professional success and personal well-being has never been better.

A Smooth Transition Process

Transitioning broker/dealers can be daunting, but Nations has a system in place to make it seamless. John recalled how Nations provided on-site support, prepared all account forms in advance, and ensured a smooth transition for every client he wanted to bring over.

“It’s an emotional, difficult time mentally, but Nations had people ready to transition your business. They made sure everything was ready prior to the change. Within that first week, it just alleviated the stress. It was great—a good transition.”

This level of preparation and support reassures advisors that they’re not alone during one of the most critical phases of their careers.

A Partner for Long-Term Success

John’s experience underscores what sets Nations Financial Group apart: a commitment to helping advisors succeed by providing personalized support, reducing stress, and ensuring smooth transitions.

If you’re a financial advisor tired of navigating the bureaucracy of larger firms or looking for a broker/dealer that truly values your time and well-being, Nations Financial Group might just be the partner you’ve been searching for.

For John Wilkes, the decision to join Nations was about more than just business—it was about finding a partner that supports his success and allows him to thrive both professionally and personally.
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This blog post highlights how Nations Financial Group creates an environment where advisors can focus on building their business while enjoying a better quality of life. If you’re ready to make the switch, consider how Nations could transform your practice—and your life.