William B. Nolan

GREENBRIDGE INVESTMENT MANAGEMENT

LAKE OSWEGO, OR 97035

Some features on this profile are disabled

CRD#: 4068397

Professional summary

William B Nolan, who also goes by Will Nolan, is a registered financial advisor currently at GREENBRIDGE INVESTMENT MANAGEMENT, LLC located in Lake Oswego, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Nolan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**BEND SUSHI LLC - NON-INVESTMENT RELATED -375 SW POWERHOUSE DR A125/BEND OR - JAPANESE RESTAURANT - CO-OWNER - 2011 - 2 HRS/MO - 0 HRS/MO DURING TRADING **WILSUNBEND LLC - NON-INVESTMENT RELATED - PO BOX 2142/LAKE OSWEGO OR - HOLDING COMPANY - PART-OWNER - 2011 - 2 HRS/MO - NONE DURING TRADING - MANAGING MEMBER **GREENBRIDGE INVESTMENT MANAGEMENT, LLC - INVESTMENT RELATED - PO BOX 2142, LAKE OWEGO, OR 97035 - INVESTMENT ADVISOR - OWNER - 9/2016 - 200 HRS/MO, 100 HRS/MO DURING TRADING - PROVIDE INVESTMENT ADVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William B Nolan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 12, 2016 - Present

GREENBRIDGE INVESTMENT MANAGEMENT, LLC

Office #1: 4248 Galewood Street, Lake Oswego, OR 97035

RIA

CRD#: 283473

LAKE OSWEGO, OR

Past

March 19, 2013 - September 22, 2016

IMC

RIA

CRD#: 106089

PORTLAND, OR

Past

February 13, 2013 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

March 17, 2008 - December 31, 2012

IMC

RIA

CRD#: 106089

PORTLAND, OR

Past

February 13, 2008 - June 9, 2008

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

February 5, 2008 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

January 13, 2006 - February 12, 2008

FINANCIAL PLANNERS NORTHWEST, INC.

RIA

CRD#: 135563

PORTLAND, OR

Past

December 1, 2005 - January 22, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

PORTLAND, OR

Past

November 16, 2005 - January 22, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORTLAND, OR

Past

January 6, 2000 - November 16, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(9/12/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2000

General Securities Representative Examination

Current Firm

GREENBRIDGE INVESTMENT MANAGEMENT, LLC

CRD#: 283473 / SEC#:

Oregon

Registered Investment Advisory firm - (9/12/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4248 Galewood Street, Lake Oswego, OR 97035

Mailing Address

Po Box 2142, Lake Oswego, OR 97035

Phone number

(503) 505-9699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 46,695,959

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William B. Nolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William B Nolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMC

KMS FINANCIAL SERVICES, INC.

IMC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

FINANCIAL PLANNERS NORTHWEST, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2000

SIE

Date: 12/31/2017

Series 7

Date: 1/5/2000

Current Firm

GREENBRIDGE INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENBRIDGE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors