NM
NM

Nolan Martin

2 Years of Experience
La Crosse, WI
Broker

Nolan Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in La Crosse, WI, with 2 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

4401 Mormon Coulee Rd, La Crosse, WI, 54601

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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 Activities

Nolan works as a procurement and hiring manager for CNC Event Services, dedicating a few hours per week. He is also a co-owner with his brother of Northern Loon Rentals LLC, acting as a landlord.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Investment Services LLCBroker
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
November 2023 - February 2024 · 3 mos
State Registrations8 states
ARCAFLIAILMNSDWI
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.