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Amanda Nolan

2 Years of Experience
Grandville, MI
Broker

Amanda Nolan is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 2 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
447 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

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

3121 Macatawa Dr. SW, Grandville, MI, 49418

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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.

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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 · 2 yrs
Planmember Securities CorporationBroker
August 2024 - Present · 2 yrs 2 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.
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