John Nunan has been an investment adviser representative at The Wealth Advisory Team since September 2012, and is not listed among the firm’s executive officers or direct owners. John Nunan holds a Bachelor's in Computer Science from Xavier University and an MBA with a focus on finance from Xavier University.
The Wealth Advisory Team, LLC is a Bellevue, KY firm with $147M under management, 170 clients and 4 advisers in one office, as of its February 2026 filing.
John Nunan is Portfolio Manager at The Prosperity People, a role that covers the firm's research and analysis. He came to the firm with experience as a Senior Manager at a Big Four firm and became a Prosperity Person in 2011.
- The Prosperity PeopleCurrent– present · 14 yearsBellevue, KY · Adviser representative · Firm CRD 124957
Professional designations
Listed by The Wealth Advisory Team
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
John Nunan is registered as an investment adviser representative in Kentucky, since September 2012.
- KentuckySince 12 September 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John P Nunan
- CRD
- 6045650
- Firm
- The Wealth Advisory Team · CRD 124957
- Office
- 601 FAIRFIELD AVENUE, Bellevue, KY 41073
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theprosperitypeople.com
Where does John Nunan work?
John Nunan is an investment adviser representative registered through The Wealth Advisory Team, LLC since September 2012, and is not listed among the firm’s executive officers or direct owners.
Is John Nunan a financial advisor?
Yes. John Nunan has a current investment-adviser registration in Kentucky, through The Wealth Advisory Team since September 2012.
How many years of experience does John Nunan have?
John Nunan has 14 years in the financial industry, since September 2012, across 1 adviser firm.
What exams has John Nunan passed?
John Nunan passed the Series 65 in September 2012.
Where is John Nunan based?
John Nunan’s registered office is in Bellevue, KY.
Is John Nunan registered with FINRA?
No. John Nunan has no current broker registration.
How can I verify John Nunan’s record?
Search CRD 6045650 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Nunan’s full registration record.