Amanda Nolan is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 1 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

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

Location

3121 Macatawa Dr. SW, Grandville, MI, 49418

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Amanda works as a representative for Williams & Co, providing financial services and securities sales. She also presents educational workshops and pension analysis for the Michigan Association of Retired School Personnel, works as a stylist at Deep Roots Salon, and owns a small Etsy shop, dedicating about 10-20% of her time to the salon.

Employment History
Current Registrations
Planmember Securities Corporation
October 2024 - Present · 1 yr 6 mos
Planmember Securities CorporationBroker
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
MI
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.
Amanda Nolan - Financial Advisor | TrueAdvisor