NL
CFP
NL
CFP

Noland Langford

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
203 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$310.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.35%
$1.0M - $5.0M1.15%
$5M+1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

215 Shuman Blvd, #304, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Noland owns rental property with his spouse, dedicating minimal time. He is also President and CEO of Left Brain Wealth Management LLC, spending nearly full-time on this role, and is involved with Left Brain Real Estate as CEO, dedicating about 10-20% of his time. Noland also works as an insurance agent through Capitas Financial, committing minimal time.

Employment History
Current Registrations
Left Brain Wealth Management, LLC
May 2014 - Present · 11 yrs 10 mos
Previous Registrations
Left Brain Investment Research, LLC
September 2019 - December 2022 · 3 yrs 3 mos
Wells Fargo Advisors, LLC
May 2005 - May 2014 · 9 yrs
Merrill Lynch Pierce Fenner & Smith INC.
November 1999 - May 2005 · 5 yrs 6 mos
State Registrations3 states
FLILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.