NM
Nolan R. Morgan
AE WEALTH MANAGEMENT
Bend, OR 97702
Some features on this profile are disabled
CRD#: 7877176
NM
Professional summary
Nolan Rowdy Morgan is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Bend, Oregon.
Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nolan 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.
1) Aerodyne Wealth Management; Yes Investment Related; 243 SW Scalehouse Loop Ste 1B, Bend, OR 97702; Insurance Product Sales; Owner/CEO; 10/2023; Approx. 100hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours. Running the business, conducting meetings. 2) ShaeWellness Health Coaching; Not Investment Related; 243 SW Scalehouse Loop, Suite 1B, Bend OR 97702; Health and Wellness Coaching. ShaeWellness is the corporate world's first DNA-driven, Mental Wellbeing & Physical Health epigenetic solution delivering complete lifestyle support at work, and at home; Health Coach/Brand Ambassador; 6/9/2025; 10hrs/Mo; 0hrs/Mo during Securities Trading Hours; I am a Certified Health Coach and a Brand Ambassador simply discussing and promoting Mental Wellbeing & Physical Health via epigenetic solutions and tools.
CRS (Client Relationship Summary) - RIA
Click below to view Nolan Rowdy Morgan'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
February 29, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 243 Sw Scalehouse Loop Ste 1b, Bend, OR 97702RIA
CRD#: 282580
Bend, OR
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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.Highlighted states indicate IAR registrations
IAR
Oregon(2/29/2024)
IAR
Texas(4/3/2024)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
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.
