Sean
Nolan
Ae Wealth Management, LLC
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About this Advisor
Sean Nolan is a financial advisor operating in Belmar, New Jersey, with a total of 1 year of industry experience. Nolan is on the advisory team at Ae Wealth Management, LLC. Their career trajectory has included roles at Ae Wealth Management LLC, Family Focus Retirement Group LLC Dba Family Focus Financial Grp and Must Be Nice Media, Inc. Nolan maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in New Jersey and South Carolina. Ae Wealth Management, LLC is an advisory company based in Topeka, KS. The firm has offices in 450 locations and a total of 571 financial advisors. It handles $19 billion in assets under management across its 160,475 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 160,475 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a broad set of services, such as 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. Fees for financial advice usually vary depending on the type of financial services provided. However, fee types charged by Ae Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
Sean Nolan Work History
Sean has been registered as a financial advisor for 1 years.*
Ae Wealth Management LLC
Must Be Nice Media, Inc
Family Focus Retirement Group LLC Dba Family Focus Financial Grp
*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 Sean 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
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Southfield, MI
Honolulu, HI
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Rossville, KS
Denver, CO
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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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