Wall, NJ State Route 138 Office

Team
Updated today

Client AUM

$49,276,912,013

Clients

127,213

Advisors

2

Of 455 advisors across 248 offices

Location

3350 State Route 138, Ste 112

Wall NJ 07719

Advisors at this office

2

Advisors at this office

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Sean N

Series 65

Wall, NJ

AE Wealth Management, LLC

Sean Nolan is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Family Focus Private Wealth LLC and Family Focus Retirement Group LLC. Outside of advising, he is president of Must Be Nice Media, Inc., a graphic design and project management company. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Kathleen N

Series 63, Series 65

Wall, NJ

AE Wealth Management, LLC

Kathleen Nolan is a financial advisor at AE Wealth Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Global Financial Private Capital and Family Focus Private Wealth LLC. Nolan is also the president and owner of Family Focus Financial Group and serves as marketing director for Sage Tuition Rewards. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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