Nicole Lanning
Anderson Financial Strategies · Dayton, Ohio
Nicole Lanning is a fee-only financial advisor at Anderson Financial Strategies in Dayton, Ohio, who holds the ChFC credential. Anderson Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Anderson Financial Strategies |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $402.1M across 230 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OH · CRD 5491560 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.andersonfinancialstrategies.com |
How Nicole's firm compares
- Anderson Financial Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Nicole
Is Nicole Lanning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Anderson Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, Anderson Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicole Lanning based?
Nicole Lanning is based in Dayton, Ohio.
What credentials does Nicole Lanning hold?
Nicole Lanning holds the ChFC credential.
Is Nicole Lanning registered with the SEC?
Yes. Nicole Lanning is registered as an investment adviser representative in OH (CRD 5491560), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anderson Financial Strategies manage?
Anderson Financial Strategies reports $402.1M across 230 accounts in assets under management.
How do I contact Nicole Lanning?
Through Nicole's website, www.andersonfinancialstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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