Michael Nolan (CRD# 4985415) is an Investment Advisor Representative working at Sequent Planning, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | St. Louis, MO | Jul 2023 - Current | < 1 |
| Premier Personal Services LLC | St Louis, MO | Dec 2013 - Current | 10 |
| Allstate Financial Advisors, LLC | Chesterfield, MO | Jan 2015 - Jul 2023 | 8 |
| Allstate Financial Services, LLC | Chesterfield, MO | Aug 2013 - Jul 2023 | 9 |
| Allstate Insurance Co | Wildwood, MO | Jun 2013 - Jul 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
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