Erin Ladwig, financial advisor Oregon WI
93 score

Erin Ladwig

CRD Number: 5294701
Current Firm: Investacorp Advisory Services Inc.

Erin Ladwig (CRD# 5294701) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Oregon, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Inc. Miami, FL Sep 2012 - Current 4
Investacorp Advisory Services Miami, FL Sep 2012 - Current 4
Lpl Financial Mayville, WI May 2008 - Sep 2012 4
Westbury Bank West Bend, WI May 2008 - Sep 2012 4
Ameriprise Financial Services,inc. Madison, WI Aug 2007 - May 2008 < 1
Uw-madison Student Madison, WI Sep 2003 - Dec 2007 4
Madison Mallards Madison, WI Jun 2007 - Aug 2007 < 1
Ameriprise Financial Services Madison, WI Feb 2007 - Aug 2007 < 1
Anchor Investment Services Madison, WI Jun 2006 - Feb 2007 < 1
Anchorbank Madison, WI May 2005 - Feb 2007 1
Madison Area Technical College Student Madison, WI May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Erin N. Ladwig
Phone Number: 305-557-3000
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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