Nolan Anthony Tran
Investment adviser representative at Focus Advisor Solutions, LLC
13 yearsExperience
1 stateRegistered in
$41.5BFirm assets
19 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Focus Advisor Solutions, LLCAug 2026 to now
- Focus Partners Advisor Solutions, LLCJul 2026 to now
- Wells Fargo Clearing ServicesJun 2022 to Jul 2026
- Busey BankJun 2021 to Jun 2022
- Prarie Inn BarMar 2021 to Nov 2021
- Pizza HutFeb 2018 to Apr 2021
- Altitude Trampoline ParkDec 2017 to Apr 2020
- Southern Illinois University of EdwardsvilleAug 2017 to Dec 2021
- UnemployedAug 2017 to Dec 2017
- Bayless High SchoolAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 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
- 7602416
- Firm CRD
- 143319