Jeffrey W. Nolan

Nolan Wealth Managment Consultants

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: No minimum required

Title: Registered Principle

Offering advice since: 1983

Areas of expertise:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Jeffrey W. Nolan:

With over 25 years of expertise in the investment business, Jeff's unique investment insight was gained through extensive study and due diligence of multiple investment disciplines while employed with firms such as Kemper/Scudder Funds along with Deutsche Bank.

Jeff worked with portfolio managers and economists, to raise in excess of $3 billion dollars of assets through investment advisers promoting modern portfolio theory and benefits of active portfolio management.

Jeff has traveled the country conducting investment seminars and advising financial planners on investment and strategic asset allocation ideas, along with asset protection and guaranteed** retirement income strategies, and GE Private Asset Management.

Compensation and Fee Structures:

Fee Based

Licenses, Certifications & Affiliations:

Series 7, 24 63 65

Education:

Not specified

Will provide references upon request?

Yes


Further information about Nolan Wealth Managment Consultants:

Nolan Wealth Managment Consultants

(Size of firm: 0-9 advisors)

Nolan Wealth Management Consultants is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to pursue growth and conservation of our clients' wealth by delivering an unprecedented level of personalized service.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Florida (FL), Wisconsin (WI), Illinois (IL)


Contact Information for Jeffrey W. Nolan

Phone: (224) 535-9492
Please support us by letting this advisor know you found them through Boomerater

Fax: (847) 468-1680

Address for Jeffrey W. Nolan:
2295 Valley Creek Drive
Elgin, IL, 60123

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