TrueAdvisor
TrueAdvisor
MN
MN

Michael Nolan

Advisor Share Wealth Management, LLC
20 Years of Experience
Saint Louis, MO
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Nolan is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Saint Louis, MO, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M in assets under management.

Advisor Share Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,521 clients
Average Client Portfolio
$150K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9849 Manchester Rd, Saint Louis, MO, 63119

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2023
Denied
Customer Dispute
June 2019
Denied
Criminal
September 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael owns Premier Personal Services LLC, which he uses to pay his assistant and business expenses, dedicating minimal time to it. He is also an insurance agent with AdvisorShare (IMO), offering insurance products and services to clients and prospects, which takes a few hours per week.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Sequent Planning, LLC
July 2023 - October 2024 · 1 yr 3 mos
Allstate Financial Advisors, LLC
January 2015 - July 2023 · 8 yrs 6 mos
Allstate Financial Services, LLCBroker
August 2013 - July 2023 · 9 yrs 11 mos
Mutual of Omaha Investor Services, INC.
February 2013 - June 2013 · 4 mos
Mutual of Omaha Investor Services, INC.Broker
July 2012 - June 2013 · 11 mos
Metlife Securities INC.
April 2011 - May 2012 · 1 yr 1 mo
Metlife Securities INC.Broker
March 2011 - May 2012 · 1 yr 2 mos
Thrivent Investment Management INC.
June 2007 - March 2011 · 3 yrs 9 mos
Thrivent Investment Management INC.Broker
June 2007 - March 2011 · 3 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2006 - May 2007 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - May 2007 · 10 mos
Edward JonesBroker
December 2005 - July 2006 · 7 mos
AXA Advisors, LLCBroker
November 2005 - January 2006 · 2 mos
State Registrations1 state
TX
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.
More Advisors
More financial advisors in Saint Louis, MO →All financial advisors in Missouri →