Lasalle Investment Advisors
46yrs
Top advisor by experience in Pewaukee
New
Nolan Ott
Financial advisor at Cetera Investment Advisers
Nolan Ott is a fiduciary financial advisor in Pewaukee, Wisconsin, registered since May 2026. Nolan has been with Cetera Investment Advisers since 2026. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 60 advisors with offices in Pewaukee, and one of 48 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
OfficePewaukee, WI
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Nolan
Tailored to Nolan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nolan
How do I contact Nolan?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Nolan Ott. Nolan works from the Pewaukee, WI office.
How long has Nolan been a financial advisor?
Nolan is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Nolan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nolan a fiduciary?
Nolan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nolan paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nolan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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