Nolan Cohen



About Nolan 

Nolan has been a financial advisor for six years, serving hundreds of people in the greater Milwaukee area through financial planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a series 7, 6 and 63 license. In addition to wealth accumulation, he also focuses on risk management and distribution strategy. 
Nolan’s mission is to impact as many individuals as possible through a comprehensive planning process that aligns their actions with what they want out of life. He also works as a College Unit Director where he supports college students as they develop into young financial professionals. 
In his free time, he enjoys audiobooks, watching television, playing golf and socializing. He also participates in Brazilian jiu jitsu and likes to garden (although he confesses the plants don’t always live). 

Areas Served 

  • Beaver Dam
  • Fall River
  • Madison
  • Oconomowoc
  • Watertown