Richard Nelson Landis
Investment adviser representative at Pfg Advisors
25 yearsExperience
2 statesRegistered in
ChFC®Designation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Pfg AdvisorsMar 2015 to now
- Rick LandisNov 2000 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Oct 2017 to Jun 2024
- LPL Financial, LLCJan 2009 to Oct 2017
- Tempe Schools Credit Union-azJan 2009 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4242581
- Firm CRD
- 173344