Advisor at Next Phase Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Phase Advisors
Location
Cullman, AL 35055
Credentials
Series 63, Series 65
Industry experience
11 years
Jeremiah Nolen is a financial advisor at Next Phase Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Advisors and Regions Bank. Nolen is also a licensed insurance agent and owner of Nolen Financial Group. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using quantitative analysis and a long-term trading approach tailored to clients’ goals and risk tolerance.
Financial planning fixed fees range from $2,500 to $12,000.
1.50% annually
1120 2nd Ave Sw
Cullman, AL 35055
Alabama
Next Phase Advisors LLC
2024 - Present (2 years)
Next Phase Advisors LLC
2023 - Present (3 years)
Brookstone Wealth Advisors
2022 - 2024 (2 years)
Nolen Financial Group
2017 - Present (9 years)
Regions BAnk
2009 - 2017 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™
Cullman, AL
Halcyon Professional Advisors
Series 65
Cullman, AL
Next Phase Advisors
Series 65
Cullman, AL
Uptick Partners, LLC
Series 65
Cullman, AL
Wealth Management
Series 63, Series 65
Cullman, AL
Transamerica Financial Advisors
Series 63, Series 65
Cullman, AL
Transamerica Financial Advisors
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