Paul Novak, financial advisor Naperville IL

Paul Novak

CRD Number: 5089392
Current Firm: T2 Asset Management, LLC

Paul Novak (CRD# 5089392) is an Investment Advisor Representative working at T2 Asset Management, LLC in Naperville, IL and has over 18 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Naperville IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Naperville IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Naperville IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
T2 Asset Management, LLC Oakbrook Terrace, IL Mar 2015 - Current 9
Letip International Mesa, AZ Nov 2009 - Mar 2015 5
Waddell & Reed, Inc. Orland Park, IL Apr 2008 - Mar 2015 6
Various Insurance Carriers For W&r Insurance Agencies New Lenox, IL Apr 2008 - Mar 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Paul E. Novak
Phone Number: 888-354-8499
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $244,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, KY, NJ, OH, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.