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Nolan Day

Advisor at Plante Moran financial advisors

Updated today
Plante Moran financial advisors logo

Firm

Plante Moran financial advisors

Location

Chicago, IL 60606

Credentials

Series 65

Industry experience

< 1 year

About

Nolan Day is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Forum Health and Skypoint Ventures, as well as work at Indiana University and Fenton High School. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation and manager selection, employing a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, and manages a majority of its assets on a non-discretionary basis.

Client services

Based on Plante Moran financial advisors

Financial planning Portfolio management

Expertise

Based on Plante Moran financial advisors

Options & derivatives strategies Concentrated stock management Private / alternative investments Wealth management Business succession planning

Occupation focus

Based on Plante Moran financial advisors

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees available for nonrecurring services and seminars/workshops; varies by engagement

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%

Project-based

Standard hourly rates range from $110 to $450

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for clients subject to fee schedule

Location

10 S Riverside Plaza, 7th Floor

Chicago, IL 60606

Most active in

Illinois

Work history

Plante Moran Financial Advisors

2024 - Present (2 years)

Forum Health

2023 - 2024 (1 year)

Forum Health

2022 - 2022 (1 year)

Skypoint Ventures

2021 - 2021 (1 year)

Skypoint Ventures

2020 - 2020 (1 year)

Indiana University

2019 - 2023 (4 years)

Skypoint Ventures

2019 - 2019 (1 year)

Skypoint Ventures

2018 - 2018 (1 year)

Skypoint Ventures

2017 - 2017 (1 year)

Skypoint Ventures

2016 - 2016 (1 year)

Fenton High School

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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