NP
NP

Nolan Pyrz

5 Years of Experience
Minnetonka, MN
Broker

Nolan Pyrz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Minnetonka, MN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4300 Baker Road, Minnetonka, MN, 55343

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

Nolan works as a Client Services Associate for Prosperwell Financial, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Avantax Advisory Services
October 2020 - August 2023 · 2 yrs 10 mos
Avantax Investment Services, INC.Broker
August 2020 - August 2023 · 3 yrs
State Registrations1 state
MN
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.