Tara E. Nolan

TARA NOLAN ADVISORY SERVICES, LTD

Peyton, CO 80831

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CRD#: 5638924

Professional summary

Tara Elizabeth Nolan, who also goes by Tara Nolan, is a registered financial advisor currently at TARA NOLAN ADVISORY SERVICES, LTD located in Peyton, Colorado.

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Tara has worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tara 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.

1. DONZER ENTERPRISE, PRESIDENT, SUPPORT COMPANY, S-CORP FOR TAX PURPOSES AND SALES OF SEND OUT GREETING CARDS, 1 HRS PER WEEK, NON-INVESTMENT RELATED. DARC PRESS IS DBA OF DONZER ENTERPRISES, IT PUBLISHES BOOKS AND DVDS, 5 HOURS PER WEEK 2. K&T ENTERPRISES, LLC., MEMBER, HUSBAND'S REAL ESTATE BUSINESS REHABBING HOUSES, PROFIT FROM SALES, 1/HR PER WEEK, NON-INVESTMENT RELATED 3. DARC PRESS, PRODUCTION AND SALES OF HORSE TRAINING DVD'S, 1HR/WK, NON-INVESTMENT RELATED 4. AIRFORCE RESERVIST, NON-INVESTMENT RELATED, 45 HRS/MONTH, SALARY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Elizabeth 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

January 9, 2018 - Present

TARA NOLAN ADVISORY SERVICES, LTD

Office #1: 15460 Chaparral Loop West, Peyton, CO 80831

RIA

CRD#: 154749

Peyton, CO

Past

December 23, 2010 - December 31, 2017

TARA NOLAN ADVISORY SERVICES, LTD

RIA

CRD#: 154749

PEYTON, CO

Past

July 30, 2009 - September 10, 2010

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

TAMPA, FL

Past

April 21, 2009 - September 10, 2010

J.W. COLE FINANCIAL, INC.

CRD#: 124583

COLORADO SPRINGS, CO

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

Colorado
(1/9/2018)

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

Series 63

Date: 3/31/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/29/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 4/20/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TARA NOLAN ADVISORY SERVICES, LTD

DONZER ENTERPRISES DBA TARA NOLAN ADVISORY SERVICES | TARA NOLAN ADVISORY SERVICES, LTD | TARA NOLAN ADVISORY SERVICES

CRD#: 154749 / SEC#:

Colorado

Registered Investment Advisory firm - (12/23/2010 Approved)

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Contact information

Main Address

15460 Chaparral Loop West, Peyton, CO 80831

Mailing Address

Phone number

(719) 210-4242

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Tara E. Nolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Elizabeth Nolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARA NOLAN ADVISORY SERVICES, LTD

TARA NOLAN ADVISORY SERVICES, LTD

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2010

Series 65

Date: 7/29/2009

Series 6

Date: 4/20/2009

Current Firm

TARA NOLAN ADVISORY SERVICES, LTD

Contact information

Documents

Red Flags

Company Information

TARA NOLAN ADVISORY SERVICES, LTD

TRUST BUT VERIFY

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