Keith NovakCRD Number: 5539912
Current Firm: Personal Financial Group
Keith Novak (CRD# 5539912) is an Investment Advisor Representative working at Personal Financial Group in Kansas City, MO and has over 8 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Lpl Financial LLC||Overland Park, KS||Feb 2012 - Current||5|
|Personal Financial Group||Overland Park, KS||Feb 2012 - Current||5|
|Novak Birks, P.c.||Kansas City, MO||Aug 1994 - Current||23|
|1st Global Capital Corp.||Kansas City, MO||Oct 2008 - Oct 2011||3|
|1st Global Advisors, Inc.||Kansas City, MO||Oct 2008 - Oct 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management294MILLIONS
Total Number of Accounts1,329ACCOUNTS
Average Account Value$221,473
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, GA, IA, IL, IN, KS, MD, MI, MO, NC, NE, NH, NV, OH, OK, SC, TN, TX
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