WN
William P. Nolan
SPAR WEALTH MANAGEMENT LLC
Trophy Club, TX
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CRD#: 6920506
WN
Professional summary
William Patrick Nolan is a registered financial advisor currently at SPAR WEALTH MANAGEMENT LLC located in Trophy Club, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NE Army National Guard 32 hours per month. 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick 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®
NoneExperience
Current
August 10, 2018 - Present
SPAR WEALTH MANAGEMENT LLC
RIA
CRD#: 292723
Trophy Club, TX
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
Nebraska(8/10/2018)
IAR
South Dakota(8/14/2018)
Current Firm
SW
SPAR WEALTH MANAGEMENT LLC
SPAR WEALTH MANAGEMENT LLC
CRD#: 292723 / SEC#:
Nebraska
Registered Investment Advisory firm - (8/9/2018 Approved)South Dakota
Registered Investment Advisory firm - (7/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Elkhorn, NE
Mailing Address
Phone number
(531) 210-2059
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 2,194,000 |
Red Flags
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