Nolan
Morgan
Ae Wealth Management, LLC
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About this Advisor
Nolan Morgan is a financial advisor based in Bend, Oregon, working with Ae Wealth Management, LLC. Nolan has previously held positions at Ae Wealth Management, LLC, Aerodyne Wealth Management/Aerodyne Financial, Bluestone Retirement, Norcal Gloves, The Crowning Jewels, Yaley Enterprises, Self Employed With Guardian One Insurance, and From The Hearth Bakery. Nolan has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Nolan is part of Ae Wealth Management, LLC, which operates out of Bend, Oregon. 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
Nolan Morgan Work History
Ae Wealth Management, LLC
Aerodyne Wealth Management/Aerodyne Financial
Bluestone Retirement
Norcal Gloves
The Crowning Jewels
Yaley Enterprises
Self Employed With Guardian One Insurance
From The Hearth Bakery
Disclosures
Please visit the SEC profile of Nolan Morgan 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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