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Thomas John Nolte

Madison Investment Advisors, LLC

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About Thomas John Nolte

Thomas Nolte is a registered representative with Madison Investment Advisors, LLC. Thomas has been in the securities industry since 1996 and is also a registered investment advisor. Thomas has worked with a number of firms over the years, including Foreside Financial Services, LLC, BMO Investment Distributors, LLC, BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, Wells Fargo Funds Distributor, LLC, Wells Fargo Brokerage Services, L.L.C. and Strong Investments, Inc. Thomas holds Series 6, 7, 24, 63 and 65 licenses. Thomas is a board member of a number of organizations, including Kids From Wisconsin, Ltd., Catholic Community Foundation and Holy Family Parish.

Firm Information

Thomas Nolte is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Nolte’s Registration & Firm History

WI

03/01/2022 - Present

Madison Investment Advisors, LLC (MADISON WI)

WI

01/02/2020 - 12/31/2021

FORESIDE FINANCIAL SERVICES, LLC (Milwaukee WI)

WI

01/30/2015 - 12/31/2019

BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)

WI

08/01/2012 - 01/30/2015

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

WI

12/20/2007 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

NC

11/16/2006 - 07/16/2007

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

WI

01/26/2005 - 11/17/2006

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MENOMONEE FALLS WI)

WI

01/23/1996 - 12/31/2004

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 10/31/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas John Nolte.
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