Kathleen Nolan

Current Employers

Employment History

• 12/2013 → 07/2019
  Triad Advisors, Inc.
  Norcross, GA
• 12/2013 → 07/2019
  Planning Solutions Group, Llc
  Fulton, MD
• 07/2019 → 06/2025
  Lpl Financial
  Fulton, MD
• 07/2019 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 07/2019 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 07/2019 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2013-12-27 → 2019-09-10
  Planning Solutions Group, Llc
  Fulton, MD
• 2010-05-03 → 2013-12-03
  Wells Fargo Advisors Financial Network, Llc
  Gaithersburg, MD
• 2008-05-28 → 2010-05-07
  Ubs Financial Services Inc.
  Rockville, MD
  Bethesda, MD
  Weehawken, NJ
  Rockville, MD

Other Businesses

1. 08/09/2019 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:8/1/2019 - 160 hrs/mo - 8 hrs during trading - 100% time spent - I provide administer/active support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-27
• S63 Uniform Securities Agent State Law Examination
  1998-03-23

Other Names

• Kathleen Phillipe Peak
• Kathleen Phillipe Nolan
• Kathleen Phillipe Nolan
• Kathleen Phillipe Correal
• Kathleen P. Nolan
• Kathleen P Dean
• Kathleen P Nolan