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Kris Mckinney

Tara Nolan Advisory Services, Ltd

Payton, CO

CRD 7219096

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Employer firm

Tara Nolan Advisory Services, Ltd CRD 154749

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tara Nolan Advisory Services, Ltd

15460 Chaparral Loop West, Peyton, CO 80831 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

15460 Chaparral Loop West, Payton, CO 80831 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
K & T Enterprises Colorado Springs CO 01/2008 Present
Tara Nolan Advisory Services, Ltd. Colorado Springs CO 01/2015 Present
Other Businesses

1. DONZER ENTERPRISE, PRESIDENT, SUPPORT COMPANY, S-CORP FOR TAX PURPOSES AND SALES OF SEND OUT GREETING CARDS, 1 HRS PER WEEK, NON-INVESTMENT RELATED. DARC PRESS IS DBA OF DONZER ENTERPRISES, IT PUBLISHES BOOKS AND DVDS, 5 HOURS PER WEE 2. K&T ENTERPRISES, LLC., MEMBER, HUSBAND'S REAL ESTATE BUSINESS REHABBING HOUSES, PROFIT FROM SALES, 1/HR PER WEEK, NON-INVESTMENT RELATED 3. DARC PRESS, PRODUCTION AND SALES OF HORSE TRAINING DVD'S, 1HR/WK, NON-INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-03
  • S65 Uniform Investment Adviser Law Examination
    2020-02-03

View on SEC IAPD

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