Nolan
Morgan

Ae Wealth Management, LLC

CRD#7877176
Investment Advisor
in Bend, OR

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

243 Sw Scalehouse Loop Ste 1B
Bend, OR 97702

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

OR Average: $2,243,162,756
Total Number of Employees

578

OR Average: 44
Total Number of Accounts

277,294

OR Average: 4,091
Average Account Size

$97,668

OR Average: $548,316

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

2024 - Present (0 year)

Ae Wealth Management, LLC

2023 - Present (1 year)

Aerodyne Wealth Management/Aerodyne Financial

2021 - 2023 (2 years)

Bluestone Retirement

2020 - 2021 (1 year)

Norcal Gloves

2018 - 2019 (1 year)

The Crowning Jewels

2018 - 2018 (< 1 year)

Yaley Enterprises

2016 - 2018 (2 years)

Self Employed With Guardian One Insurance

2014 - 2016 (2 years)

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.

Financial Advisors at Ae Wealth Management, LLC

Jennifer Cramer
Marietta, GA
Nicholas Taylor
Topeka, KS
Troy Todd
Elizabethtown, KY
Michael Bui
Argyle, TX
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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