Nolan Pauly, financial advisor Wichita KS
93 score

Nolan Pauly

CRD Number: 5388633
Current Firm: Waddell & Reed

Nolan Pauly (CRD# 5388633) is an Investment Advisor Representative working at Waddell & Reed in Wichita, KS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Christina Cobb Wichita, KS Jan 2015 - Current 1
Waddell & Reed, Inc. Wichita, KS Mar 2009 - Current 7
Various Insurance Carriers For W & R Insurance Agencies Wichita, KS Mar 2009 - Current 7
Pfs Investments Inc. Wichita, KS Aug 2007 - Current 9
Primerica Financial Services Wichita, KS May 2007 - Current 9
Primerica Financial Service Wichita, KS May 2007 - Mar 2009 1
Wichita Country Club Wichita, KS Jan 2006 - Mar 2008 2
Wichita Country Club Wichita, KS Dec 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Nolan E. Pauly
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CO
  • KS
  • LA
  • MN
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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