Keeley
Nolan

Plante Moran Financial Advisors

CRD#6728046
Investment Advisor
in Chicago, IL

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About this Advisor

Keeley Nolan is a certified financial planner operating in Chicago, Illinois with 6 years of industry experience. Nolan is an employee of Plante Moran Financial Advisors. Over the course of their career, they have held roles at Plante Moran Financial Advisors, None and University Of Alabama. Nolan has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Illinois. Plante Moran Financial Advisors is an advisory firm headquartered in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It has $17 billion in assets between its 16,199 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,199 client accounts, 87% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees billed by Plante Moran Financial Advisors likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 S Riverside Plaza 10Th Floor
Chicago, IL 60606

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

IL Average: $943,424,332
Total Number of Employees

139

IL Average: 21
Total Number of Accounts

16,199

IL Average: 1,586
Average Account Size

$1,033,552

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Keeley Nolan Work History

Keeley has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

None

2015 - 2015 (< 1 year)

Plante Moran Financial Advisors

2014 - 2014 (< 1 year)

University Of Alabama

2012 - 2016 (4 years)

University Of Alabama

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keeley Nolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plante Moran Financial Advisors

Steven Gibson
Chicago, IL
Logan Olsen
Monroe, WA
Justin Halvorson
Detroit, MI
Cartier Zori
West Bloomfield, MI
Jacob Petrick
Portage, MI
Ainsley Ellison
East Lansing, MI
Ellis Shanley
Chicago, IL
Collin Stauder
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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