Michael
Nolan
Sequent Planning, LLC
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About this Advisor
Michael Nolan is a financial advisor based in Saint Louis, Missouri, working with Sequent Planning, LLC. Michael has previously held positions at Allstate Insurance Co, Premier Personal Services LLC, Allstate Financial Services, LLC, Allstate Financial Advisors, LLC, and Sequent Planning, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Michael is part of Sequent Planning, LLC, which operates out of Saint Louis, Missouri. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Nolan Work History
Sequent Planning, LLC
Premier Personal Services LLC
Allstate Financial Advisors, LLC
Allstate Insurance Co
Allstate Financial Services, LLC
Disclosures
Please visit the SEC profile of Michael Nolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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