Unclaimed Profile

Edward William Nolan

FORMULA FOLIO INVESTMENTS, LLC·GRAND RAPIDS, Michigan

Series 65Clean record10 years registeredFORMULA FOLIO INVESTMENTS, LLC

89 IONIA AVE NW, GRAND RAPIDS, MI 49503CRD# 6449689Firm CRD# 153467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward William Nolan · GRAND RAPIDS, MI

Registration

CRD #6449689 · FORMULA FOLIO INVESTMENTS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

IMPACT PARTNERSHIP WEALTH, LLC

Oct 2021 – present

RETIREMENT WEALTH ADVISORS, LLC

May 2016 – Dec 2020

Kennesaw, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 6, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKSTONE ASSET MANAGEMENT, LLC

CRD 153467 · SEC 801-72780

AUM

$385M

Regulatory assets under management

Employees

8 client accounts

Services offered by BROOKSTONE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BROOKSTONE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Edward William Nolan offer?

Edward William Nolan specializes in Investment Management, Fee-Only Advisory. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Edward William Nolan's credentials?

Edward William Nolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward William Nolan located?

Edward William Nolan is based in GRAND RAPIDS, Michigan, working with FORMULA FOLIO INVESTMENTS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Edward William Nolan charge for services?

Edward William Nolan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORMULA FOLIO INVESTMENTS, LLC?

FORMULA FOLIO INVESTMENTS, LLC has approximately 6 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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