Michael Patrick Nolan
Investment adviser representative at Advisor Share Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Advisor Share Wealth Management, LLCOct 2024 to now
- Sequent Planning, LLCJul 2023 to now
- Premier Personal Services LLCDec 2013 to now
- Allstate Financial Advisors, LLCJan 2015 to Jul 2023
- Allstate Financial Services, LLCAug 2013 to Jul 2023
- Allstate Insurance CoJun 2013 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4985415
- Firm CRD
- 307997