Marc Noonan (CRD# 2230659) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Louisville, KY and has over 31 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Planning Solutions, LLC | Louisville, KY | May 2021 - Current | 3 |
| Silver Oak Securities, Inc. | Jackson, TN | Dec 2019 - Current | 4 |
| Legacy Advisory Services | Louisville, KY | Oct 2021 - Jan 2023 | 1 |
| Magnate Wealth Advisory LLC | Louisville, KY | Dec 2019 - May 2021 | 1 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Dec 2019 | 7 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2010 - Dec 2019 | 9 |
| Nelson/noonan Financial Service, Ltd | Louisville, KY | Jul 1996 - Dec 2019 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- KY
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,018ACCOUNTS
-
Average Account Value$141,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, CT, FL, IL, IN, KY, LA, NC, NE, OH, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.