Nolan Ronald Brudi

Advisor at Edward Jones — Longview, WA The Share Point Has Been Updated With The Confirmed

Updated today

Credentials

Series 66

Experience

5 years

Location

Longview, WA 98632-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Nolan Brudi is a Series 66 licensed financial advisor with Edward Jones in Longview, WA, where he has worked since 2020. He has five years of industry experience, including prior roles at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy

Occupation focus

Educators, Teachers, and Academics Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Longview, WA The Share Point Has Been Updated With The Confirmed

The Share Point Has Been Updated With The Confirmed, 909 Washington Way

Longview WA 98632-0000

Advisors at this office

6

Most active in

Texas · Washington

Work history

5 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

American Riviera Bank

2019 - 2020 • 1 year

Santa Barbara, CA

Procore Technologies

2018 - 2018 • 1 year

Carpinteria, CA

Unemployed

2018 - 2018 • 1 year

Santa Barbara, CA

Student

2017 - 2018 • 1 year

Santa Barbara, CA

Hal Conklin for Mayor

2017 - 2017 • 1 year

Santa Barbara, CA

Cal Coast Adventures

2017 - 2017 • 1 year

Santa Barbara, CA

Westmont College

2016 - 2017 • 1 year

Santa Barbara, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.

John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Options & derivatives strategies General retirement planning General estate planning guidance Wealth management
user avatar

Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

Wealth management
user avatar

Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Wealth management
user avatar

Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

Wealth management
user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. She holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services is an SEC-registered investment adviser managing approximately $197 million for about 600 individual clients, primarily non–high-net-worth households. The firm provides portfolio management and investment advisory services alongside brokerage and insurance products.

Wealth management
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