NF
NF

Nolan Farwell

17 Years of Experience
Waterloo, IA
BrokerSells Insurance

Nolan Farwell is a registered investment advisor at Cetera Investment Advisers LLC, based in Waterloo, IA, with 17 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

816 Tower Park Dr, Waterloo, IA, 50701

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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

Nolan is a partner and investment advisor representative at Financial Resource Advisors, LLC, involved in securities, advisory, and insurance services. He also owns units of Farwell Financial Services, Inc, is a finance committee member for a church, part owner of FRA Tower Park, LLC (real estate), and a writer for historic preservation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
May 2008 - Present · 18 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
June 2008 - March 2024 · 15 yrs 9 mos
State Registrations43 states
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AdvisorBrokerBoth

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.