Kathleen Anne Nolan

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Family Focus Financial Group
  Wall, NJ
• 05/2012 → 03/2017
  Global Financial Private Capital
  Sarasota, FL
• 03/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2022 → Present
  Real Estate Rental Property
  Bluffton, SC
• 09/2025 → Present
  Family Focus Private Wealth Llc
  Bluffton, SC

Previous Registrations

• 2012-05-04 → 2017-03-03
  Global Financial Private Capital, Inc.
  Jackson, NJ
  Sarasota, FL
  Wall, NJ
• 2011-07-27 → 2012-05-04
  Integrity Alliance, Llc.
  Jackson, NJ
  Urbandale, IA
• 2009-12-02 → 2011-08-26
  Reap Financial Group, Llc
  Jackson, NJ
• 2009-10-05 → 2009-12-31
  Family Focus Investment Advisors, Llc
  Jackson, NJ

Other Businesses

1. FAMILY FOCUS FINANCIAL GROUP. INVESTMENT RELATED. 3350 HIGHWAY 138, BLDG. 1, SUITE 111, WALL, NJ 07719. PRESIDENT/OWNER. START DATE 01/2007. FIXED INSURANCE SALES. 140 HOURS/WEEK, 140 HOURS DURING TRADING. 2. Sage Tuition Rewards. Not investment related 3350 HIGHWAY 138, BLDG. 1, SUITE 111, WALL, NJ 07719. Marketing Director/ Sage Tuition Rewards is Reported twice a year. Start Date 12/2/2020. 3. Real Estate Rental Property; Investment Related: No; 176 Argent, Bluffton SC 29909; Rental Property; Position: Owner; Start Date 10/2022; Approx hours per month: 2; Approx hours during trading: 0; Rental Property. 4. Family Focus Private Wealth, LLC; Yes, Investment Related; 7 Carroll Court, Bluffton SC 29910; Advisory Commissions; Founder/Co-Owner; Start Date: 09/2025; Approx hours per month: 4; Approx hours during trading: 4.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-15
• S63 Uniform Securities Agent State Law Examination
  1995-11-14

Other Names

• Kathleen Anne Sullivan