John NowakCRD Number: 5437795
Current Firm: Moller Financial Services
Compensation Model: Fee Only
John Nowak is a Financial Planner at Moller Financial Services who helps clients organize and manage their finances, important goals, and possible risks. Moller Financial strives to build positive long-term relationships by following a disciplined investment strategy, communicating with clients, updating the plan, and looking for strategic opportunities to grow and protect our clients’ wealth.
Most clients live in the Chicago area, have investments (including retirement plans and savings) worth $500,000 - $5,000,000 and value the confidence in working with an experienced professional who looks out for their best interests.
Waddell & Reed
Forum Financial Management, LP
|Moller Financial Services||Northfield, IL||Apr 2007 - Current||9|
Total Assets Under Management333MILLIONS
Total Number of Accounts967ACCOUNTS
Average Account Value$343,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, TX
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