Nolan Wenger (CRD# 7345129) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnwood, WA and has over 2 years of experience in the finance industry. Nolan Wenger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Premier Wealth Wa | Lynnwood, WA | Aug 2023 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Aug 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Apr 2021 - Aug 2023 | 2 |
| Premier Wealth Wa | Lynnwood, WA | Feb 2021 - Aug 2023 | 2 |
| N/a | N/a, WA | Dec 2020 - Jan 2021 | < 1 |
| Oceans, Reefs & Aquariums | Fort Pierce, FL | May 2019 - Nov 2020 | 1 |
| Pets Are People Too | Moscow, ID | Mar 2019 - May 2019 | < 1 |
| N/a | Pullman, WA | Dec 2018 - Feb 2019 | < 1 |
| Seattle Aquarium | Seattle, WA | Jun 2018 - Nov 2018 | < 1 |
| Oregon Coast Community College | Newport, OR | Sep 2017 - Jun 2018 | < 1 |
| N/a | Pullman, WA | May 2017 - Aug 2017 | < 1 |
| Washington State University | Pullman, WA | May 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- WA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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