Kurtis Nolan
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Principal Securities Inc.May 2019 to Mar 2024
- Principal Life Insurance CompanyApr 2019 to Mar 2024
- Eqis Capital ManagementDec 2016 to Apr 2019
- Asset Protectors & Advisors, Inc.Jun 2016 to Apr 2019
- Prosperity Marketing Group, Inc.Jun 2016 to Apr 2019
- Prosperity Capital Group, Inc.Mar 2016 to Apr 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6728846
- Firm CRD
- 104555