Nolan Morgan

Financial Advisor & Chief Executive Officer


Aerodyne Wealth Management
243 SW Scalehouse Loop Ste 1B
Bend, OR 97702, US


Professional Profile

As a Financial Advisor, Nolan finds satisfaction in many areas of his job. but none more than helping clients gain greater financial clarity so they can feel empowered to pursue their goals. Acting as his clients’ co-pilot, Nolan seeks to eliminate the stress of financial planning and simplify the process using Aerodyne Wealth Management’s Financial Flight Plan.
“We want people to rediscover their callings, hobbies and desires for the next 30 years of their lives,” says Nolan. “We take extra time getting to know our clients and give them permission to aim for something meaningful in retirement.”
Nolan is a seasoned professional. He brings over a decade of experience in financial services, with three of those years being under another wealth management firm in Oregon. This past year Nolan obtained his Series 65 license in order to branch out on his own as an independent Financial Advisor at Aerodyne. He is one of few Registered Social Security Analysts in the state of Oregon.
When not helping clients, Nolan provides health and lifestyle insights as a certified epigenetic health coach. He and his wife, Hilary, are in the process of obtaining their pilot licenses.

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    Disclaimer: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The designation RSSA® (Registered Social Security Analyst°) is a registered trademark owned by NARSSA, The National Association of Registered Social Security Analysts Ltd. The National Association of Registered Social Security Analysts, Ltd. has no affiliation with the Social Security Administration or any other government agency. 2389689 - 5/24