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Michael Patrick Nolan Jr

ADVISOR SHARE WEALTH MANAGEMENT
SAINT LOUIS, MO
·CRD# 4985415·21 years experience

Professional Summary

Michael Patrick Nolan JR, who also goes by Michael Patrick Nolan Jr., Michael Patrick Nolan, Michael Nolan, Mike P Nolan, Mike Patrick Nolan Jr., Mike Nolan, Michael Patrick Nolan Jr, Michael Patrick Nolan Jr., is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Saint Louis, Missouri. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 10 firms and...

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Patrick Nolan Jr., Michael Patrick Nolan, Michael Nolan, Mike P Nolan, Mike Patrick Nolan Jr., Mike Nolan, Michael Patrick Nolan Jr, Michael Patrick Nolan Jr.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

ADVISOR SHARE WEALTH MANAGEMENT, LLC·CRD# 307997
RIA
9849 Manchester Rd, Saint Louis, MO 63119
October 16, 2024 - Present
SEQUENT PLANNING, LLC·CRD# 160381
RIA
St. Louis, MO
July 17, 2023 - October 30, 2024
ALLSTATE FINANCIAL ADVISORS, LLC·CRD# 109524
RIA
Chesterfield, MO
January 22, 2015 - July 19, 2023
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Chesterfield, MO
August 19, 2013 - July 19, 2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
RIA
St Louis, MO
February 21, 2013 - June 19, 2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
St Louis, MO
July 3, 2012 - June 19, 2013
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
St. Louis, MO
April 1, 2011 - May 16, 2012
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
St. Louis, MO
March 28, 2011 - May 16, 2012
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Chesterfield, MO
June 27, 2007 - March 30, 2011
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Chesterfield, MO
June 27, 2007 - March 30, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Clayton, MO
August 10, 2006 - May 30, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Clayton, MO
July 5, 2006 - May 30, 2007
EDWARD JONES·CRD# 250
BD
St. Louis, MO
December 20, 2005 - July 13, 2006
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
November 28, 2005 - January 3, 2006

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Current Firm

AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Phone Number

(866) 232-3251

# of Employees

47

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (8/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,531

AUM (Assets Under Management)

$376,943,321

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1)PREMIER PERSONAL SERVICES LLC POSITION: Owner NATURE: I use this to pay my assistant W2 income as well as pay my business expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2013 ADDRESS: 5075 Clayridge Dr Apt 202, St Louis MO 63129, United States DESCRIPTION: Paying My assistant and business expenses 2) BNG INSURANCE - INSURANCE AGENT WITH ADVISORSHARE (IMO) - INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 10 HRS/WEEK ON THIS ACTIVITY, DURING NORMAL TRADING HOURS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(10/16/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Nov 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Nov 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Nolan JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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