Paul Novitski (CRD# 4765073) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Green Bay, WI and has over 20 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | May 2023 - Current | < 1 |
| Newport Group Inc. | Dresher, PA | Nov 2020 - Current | 3 |
| Pai | Depere, WI | Mar 2010 - Current | 14 |
| Newport Group Consulting, LLC | Lake Mary, FL | Nov 2020 - May 2023 | 2 |
| Employer Retirement Investment Advisors, LLC | Depere, WI | Oct 2010 - Nov 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- MA
-
Total Assets Under Management9,878MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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