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Rene Nourse

Advisor at Urban Wealth Management (UWM)

Updated today

Location

Henderson, NV

Credentials

CFP®, Series 63, Series 65

Industry experience

43 years

About

Rene Nourse is a CFP® with 43 years of industry experience, currently serving at Urban Wealth Management (UWM) in El Segundo, CA. His prior roles include positions at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also manages UWM Insurance Services, LLC, where he offers fixed insurance products to clients. Urban Wealth Management is a fee-based advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a core-and-satellite investment approach, integrates financial planning with investment management, and offers client education through its structured “Get-In-Gear” programs.

Client services

Based on Urban Wealth Management (UWM)

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Urban Wealth Management (UWM)

General retirement planning Retirement income strategy General tax planning Cash flow / budgeting

Occupation focus

Based on Urban Wealth Management (UWM)

Founder/Business Owner Executive

Demographic focus

Based on Urban Wealth Management (UWM)

Established Professionals Approaching retirement

Fee options

Fixed

Estate planning coordination fees: $1,800 for trust creation, $600 for trust updates when charged separately.

Percentage

$0+: 1.25% annually (typical highest rate) unspecified lower tiers - unspecified upper tiers: down to 0.15% annually (typical lowest rate for highest asset levels)

Commissions

Commissions from sales of insurance products through affiliated insurance agency, UWM Insurance Services, LLC.

Subscriptions

Financial planning engagements generally structured as 12-month retainers with fees negotiated per engagement.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees typically structured as a 12-month retainer; standalone financial planning fees negotiated based on scope and complexity; examples include $1,800 for coordinating creation of a trust and $600 for trust updates.

Location

Henderson, NV

Most active in

Arizona · California · Louisiana · Nevada · Oregon · Texas · Washington

Work history

Trutoro/Veritas

2018 - 2022 (4 years)

UWM Insurance Services, LLC

2017 - Present (9 years)

Urban Wealth Management Group, LLC

2017 - Present (9 years)

Urban Wealth Management Group, LLC

2012 - Present (14 years)

Purshe Kaplan Sterling Investments

2012 - 2018 (6 years)

CONCERT Wealth Management, Inc.

2012 - 2017 (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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Jason H

Series 65

Henderson, NV

Ensourceful, Inc.

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

General retirement planning Tax-loss harvesting Roth conversion strategy
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Seth G

Series 65

Henderson, NV

SG Financial Group, LLC

Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.

Wealth management Passive / index investing Active portfolio management
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De G

Series 65

Las Vegas, NV

GAO Investments

De Gao is the sole advisor at GAO Investments, holding a Series 65 designation with eight years of industry experience. His prior work includes roles at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing both fundamental and technical analysis with active strategies including options and margin. The firm operates as a single-officer advisory entity and uses a performance-based compensation model billed by invoice rather than a percentage-of-assets fee.

Active portfolio management Options & derivatives strategies
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Robert L

Series 65

Las Vegas, NV

Lal Ltd.

Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.

Wealth management
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Diane T

Series 65

Las Vegas, NV

Fraser Asset Management

Diane Tuntland is a financial advisor at Fraser Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Fraser Asset Management since 2018. Diane is also co-owner of Endowment Partners Foundation, a private foundation supporting charitable activities related to Endowment Partners, LLC. Fraser Asset Management provides discretionary investment management and financial planning primarily for individual clients, using a blend of active and passive strategies alongside fundamental, technical, and charting analysis. The firm manages a small client base with personalized investment policy statements and incorporates option and derivatives strategies as part of its portfolio construction and risk management.

Options & derivatives strategies
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Howard H

Series 63, Series 65

Henderson, NV

Oak Bay Financial, LLC

Howard Hopkinson II is a financial advisor at Oak Bay Financial, LLC with over 20 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked with firms including Securities Management and Research, Inc and American National Insurance. In addition to his advisory role, he is involved with Oak Bay Insurance LLC, where he is licensed to sell insurance products. Oak Bay Financial, LLC serves pooled vehicles, pension plans, institutional clients, businesses, and individuals. The firm focuses on asset allocation and passive investment management using index funds and ETFs, complemented by fundamental and technical analysis, while providing pension consulting and participant education services.

Business ownership considerations Tax strategies for small businesses Retirement income strategy Cash flow / budgeting Founder/Business Owner
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