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Amanda J. Nolan

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

4445 Wilson Avenue SW, Grandville, MI, 49418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda works as a representative for Williams & Co, providing financial services and securities sales. She also presents educational workshops and pension analysis for the Michigan Association of Retired School Personnel, works as a stylist at Deep Roots Salon, and owns a small Etsy shop, dedicating about 10-20% of her time to the salon.

Employment History
Current Registrations
Planmember Securities Corporation
October 2024 - Present · 1 yr 4 mos
Planmember Securities CorporationBroker
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda J. Nolan - Financial Advisor | TrueAdvisor