Kathleen
Nolan
Ae Wealth Management, LLC
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About this Advisor
Kathleen Nolan is a financial advisor based in Belmar, New Jersey, working with Ae Wealth Management, LLC. Kathleen has previously held positions at Family Focus Financial Group, Global Financial Private Capital, Ae Wealth Management, LLC, and Real Estate Renal Property. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Kathleen is part of Ae Wealth Management, LLC, which operates out of Belmar, New Jersey. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kathleen Nolan Work History
Real Estate Renal Property
Ae Wealth Management, LLC
Family Focus Financial Group
Global Financial Private Capital
Disclosures
Please visit the SEC profile of Kathleen 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 Ae Wealth Management, LLC
Topeka, KS
Greenville, SC
Elizabethtown, KY
Argyle, TX
Englewood, CO
Sun City, AZ
Prospect, KY
Englewood, CO
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