Tara Nolan Advisory Services, Ltd
Firm details
- Headquarters
- Peyton, Colorado
- CRD number
- 154749
- Website
- nolanfinancialpartners.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tara Nolan Advisory Services, Ltd is a financial advisory firm that operates in a unique capacity, primarily functioning as an insurance broker while also providing a range of advisory services. The firm engages in financial planning, pension consulting, and the selection of other advisers, along with hosting educational seminars and workshops. Although it does not actively pursue ESG investments, it has carved out a niche in the market by focusing on comprehensive financial planning and advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Kris McKinney
PartnerCRD 7219096
Tara Nolan
ManagerCRD 5638924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Peyton, CO
El Paso
Location
Peyton, CO
Headquartered in Peyton, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 15460 Chaparral Loop W
- Time zone
- MT (UTC-7)
- Office locations
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