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Nolan Lewis King

Investment adviser representative at Echelon Group
11 yearsExperience
1 stateRegistered in
$265.2MFirm assets
2 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Echelon Group, Inc.Sep 2022 to now
  2. Osaic Wealth, Inc.Jun 2024 to Nov 2024
  3. Securities America, Inc.Feb 2024 to Nov 2024
  4. StudentDec 2013 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (ID).

Echelon Group

Legal name: Echelon Group, Inc.

$265.2MAssets managed
115Clients
5Advisers
2 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
7796031
Firm CRD
333195
Advisor's SEC record (opens in a new tab)
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