John Nowak, financial advisor Northfield IL
103 score

John Nowak

CRD 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.

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Professional Designations
Company Name Location Dates Years
Moller Financial Services Northfield, IL Apr 2007 - Current 9

John Nowak has no recent exams reported.
Contact Info for John B. Nowak
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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Clean Record
This advisor has a clean track record with regulators.

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