ADVISOR BIO

Noah Brian Williams is an investment advisor representative with Creative Planning, LLC. Noah has been in the financial industry for several years. Noah obtained his Series 65 license in 2022. Noah works with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles, and individuals other than high-net-worth. Noah is a registered Investment Advisor in Wisconsin and Minnesota.

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ADVISOR BIO

Noel David Goeddel is a registered Investment Advisor Representative with Isthmus Partners, LLC. Noel is a Chartered Financial Analyst. Noel has been in the industry since August 2012 and has been with Isthmus Partners, LLC since May 2016. Noel passed the Uniform Investment Adviser Law Examination in January 2000. Noel specializes in providing financial planning, educational seminars, portfolio management for businesses and portfolio management for individuals. Isthmus Partners, LLC has a total of 1,352 client accounts with regulatory assets under management of approximately $1.1 billion. The firm's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and individuals other than high-net-worth.

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ADVISOR BIO

Noelle Hatleberg is a registered representative with Wells Fargo Clearing Services, LLC. Noelle has been in the industry since 2009 and has extensive experience in financial planning and portfolio management. She is licensed to provide investment advice in several states, including Wisconsin, Texas, and others. Noelle has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized advice and service.

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ADVISOR BIO

Noi Sayaovong is a financial advisor registered with the state of Wisconsin and has over 20 years of experience in the financial services industry. Noi is currently employed at Annex Wealth Management, LLC in Brookfield, Wisconsin. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Noi has a strong track record of success and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Noi Obrien is a registered representative with J.p. Morgan Securities LLC. Noi has been in the industry since 2024 and is currently registered with FINRA. Noi has passed the Series 6TO and SIE exams. Noi is based out of the Delafield, WI branch of the firm.

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ADVISOR BIO

Nola Valerie Leuthner is a financial professional with over 38 years of experience in the industry. Nola has worked with multiple firms, most recently at Cetera Investment Advisers LLC. Nola is registered with FINRA and several states and holds Series 7, 24 and 63 licenses. In addition, Nola is a notary public and also serves as an election observer/poll worker. Nola is a Registered Representative for Cetera Investment Advisers LLC. Nola's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Nolan Mueller is an investment advisor representative at Cetera Investment Advisers LLC. Nolan has been in the financial services industry for 2 years and holds Series 7TO, SIE and Series 66 licenses. Nolan has worked with a variety of clients, including individuals, corporations, and charitable organizations. Nolan is passionate about helping clients achieve their financial goals and provides a variety of financial planning services, including retirement planning, college savings planning, and estate planning.

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ADVISOR BIO

Nolan 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.

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ADVISOR BIO

Nolan Rux is a financial advisor registered with Thrivent Investment Management Inc. in Germantown, Wisconsin. Nolan has been working in the industry since 2013 and has a Series 7, Series 66, and SIE license. Nolan's prior firm was PRUCO SECURITIES, LLC. in Wauwatosa, Wisconsin.

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ADVISOR BIO

Nolan Cohen is a financial advisor at LPL Financial LLC, with over 5 years of experience in the industry. Nolan is registered with FINRA and holds the Series 7, 6, and 63 licenses. Nolan is also a Certified Financial Planner. Nolan provides financial advice and investment management services to individuals and families, as well as businesses and retirement plans. Nolan's services include financial planning, retirement planning, college savings, and estate planning. Nolan also offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds.

SPECIALIZATIONS