NP
Nolan J. Pattee
BANKERS LIFE ADVISORY SERVICES
BRENTWOOD, TN 37027
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CRD#: 5547408
NP
Professional summary
Nolan James Pattee, who also goes by Nolan J Pattee, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Brentwood, Tennessee and BANKERS LIFE SECURITIES, INC. located in Brentwood, Tennessee.
Nolan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Nolan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nolan J Pattee
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.
BANKERS LIFE & CASUALTY POSITION: ASSISTANT REGIONAL DIRECTOR AND BRANCH SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 40 START DATE: 01/15/2005 ADDRESS: 1600, BRENTWOOD TN 37027 DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. NOLAN PATTEE POSITION: Owner NATURE: Real Estate Rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2013 ADDRESS: 9868 SAM DONALD RD, NOLENSVILLE TN 37135-9410, United States DESCRIPTION: I purchase multi-family properties. I own a duplex and 5 other personal residences that I rent out. I'm in the process of acquiring 4 more duplex's. I hire a property manager that completely manages the properties and all aspects of leases, rents, and repairs. All properties are listed in my personal name. BURKLOW CLYDETON LLC POSITION: Partner NATURE: Real Estate Investment. Again, purchased a 44 unite apartment complex. We have a partner rehabbing the property and then we will fill it with long term renters. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2024 ADDRESS: 5552 Franklin Pike, Nashville TN 37220, United States DESCRIPTION: Real Estate investment purposes. I'm 1 of 4 parnters with 25% interest in the LLC. We've purchased a 44 unit apartment complex we are rehabbing and will hold for long term investment.
CRS (Client Relationship Summary) - RIA
Click below to view Nolan James Pattee'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®
NoneExperience
Current
May 27, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1600 West Gate Circle Suite 250, Brentwood, TN 37027RIA
CRD#: 281285
BRENTWOOD, TN
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1600 West Gate Circle Suite 250, Brentwood, TN 37027BD
CRD#: 173962
Brentwood, TN
Past
March 21, 2011 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BRENTWOOD, TN
Past
August 11, 2008 - April 24, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
WEST DES MOINES, IA
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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Tennessee(5/27/2020)
RR
Tennessee(1/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
