Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Dunn is an investment advisor representative who has been in the industry since 2019. Nolan is currently registered with Nuveen Asset Management, LLC and is licensed to provide investment advice in 53 states and jurisdictions. Nolan's primary office location is in Chicago, Illinois. Nolan has specialized expertise in the following areas: investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Nolan has also worked with insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
11/17/2020 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 11/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nolan Dunn is the right advisor for you? Invested Better is here to help.
