Nolan Scott Mcintosh

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

• 05/2009 → 05/2018
  Evergreen Physical Therapy
  Midland, MI
• 02/2018 → 05/2019
  Brokers Financial
  Urbandale, IA
• 05/2018 → 03/2019
  Functional Advantage
  Freeland, MI
• 01/2018 → Present
  Mcintosh And Associates Financial
  Freeland, MI
• 05/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2025 → Present
  Focus Wealth Planning, Llc
  Freeland, MI

Previous Registrations

• 2018-02-13 → 2019-06-13
  Integrity Alliance, Llc.
  Freeland, MI
  Urbandale, IA

Other Businesses

1.) MCINTOSH AND ASSOCIATES FINANCIAL, LLC; YES INVESTMENT RELATED; 8282 Midland Rd. Freeland, MI 48623; INSURANCE SALES; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 01/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Focus Wealth Planning, LLC; Investment Related: Yes; 8282 Midland Rd, Freeland MI 48623; Legacy Planning; Partner; Start Date 09/2025; Approx hours per month: 05; Approx hours during trading: 05; Providing clients with a resource to get estate planning done.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-28

Other Names

• Nolan Mcintosh