Nolan KuCRD Number: 5903843
Current Firm: Securian Financial Services, Inc.
Nolan Ku (CRD# 5903843) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Ramon, CA and has over 5 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Securian Financial Services Inc.||St. Paul, MN||Apr 2013 - Current||4|
|Sgc Financial Group||San Ramon, CA||Apr 2013 - Current||4|
|Ameriprise Financial Services, Inc.||Calabasas, CA||Apr 2012 - Mar 2013||< 1|
|Sgc Financial||San Mateo, CA||Jun 2011 - Feb 2012||< 1|
|Minnesota Life Insurancce Company||St Paul, MN||Jun 2011 - Feb 2012||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Jun 2011 - Feb 2012||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Mar 2011 - Jun 2011||< 1|
|Uc Berkeley||Berkeley, CA||Sep 2009 - Jun 2011||1|
|Cal Student Store||Berkeley, CA||Feb 2010 - Mar 2011||1|
|Household||Burbank, CA||Aug 2003 - Aug 2009||6|
|Glendale Community College||Glendale, CA||Aug 2007 - Jun 2009||1|
|John Burroughs High School||Burbank, CA||Sep 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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