Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Martin is a financial advisor who has been in the industry for a number of years. Nolan is currently registered with Cetera Investment Advisers LLC and is licensed to sell securities in several states. Nolan has experience in both investment advising and brokerage services, and has a strong understanding of a variety of investment products. Nolan is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
03/04/2024 - Present
Cetera Investment Advisers LLC (LA CROSSE WI)
WI
11/09/2023 - 02/01/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LA CROSSE WI)
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nolan Martin is the right advisor for you? Invested Better is here to help.
