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:
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(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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