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Nicole Marie Eirich

Landaas & Co.

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About Nicole Marie Eirich

Nicole Eirich is a financial advisor with over 14 years of experience in the industry. Nicole is currently registered with Landaas & Co. Nicole previously worked with Robert W. Baird & Co. Incorporated and Ameriprise Financial Services, Inc.. Nicole holds the Series 66, Series 7, Series 24, and SIE licenses. Nicole is also a Certified Financial Planner. Nicole specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Nicole Eirich is currently registered with Landaas & Co.. Landaas & Co. is a Limited Liability Company headquartered in Milwaukee, Wisconsin, and registered with the SEC and all 50 states. Founded in 1989, the firm provides financial planning, portfolio management, and consultation services to individuals, corporations, and charitable organizations. The firm has $1 billion - $10 billion in assets under management and has over 1600 clients, including high-net-worth individuals and corporations. Landaas & Co. has a strong online presence with a website, Twitter, Youtube, and LinkedIn account.
Landaas & Co.

411 E WISCONSIN AVE

MILWAUKEE, WI 53202

$1.52B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Eirich’s Registration & Firm History

WI

08/30/2023 - Present

Landaas & Co. (MILWAUKEE WI)

WI

12/01/2014 - 09/02/2023

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

11/28/2007 - 11/07/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)

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Licenses & Designations

BOTH

Issued 01/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Marie Eirich.
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