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Vancouver, WA Office

Team
Updated today

Client AUM

$269,465,306

Clients

2,216

Advisors

3

Of 47 advisors across 43 offices

Location

13215 SE Mill Plain Blvd, Suite C8 321

Vancouver WA 98684

Advisors at this office

3

Advisors at this office

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Michael N

Series 63, Series 66

Vancouver, WA

Advisor Share Wealth Management, LLC

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Allstate Financial Advisors, LLC, Allstate Insurance Co., and Sequent Planning, LLC. He also owns Premier Personal Services LLC, which he uses for administrative purposes. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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David M

Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

David Montermini is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. He also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, where he manages life and health insurance products and employee benefits. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform that supports independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Blair S

Series 63, Series 65

Vancouver, WA

Advisor Share Wealth Management, LLC

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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