Alo Financial Planning

Alo Financial Planning (CRD# 297002) is a financial advisory firm headquartered in Mount Prospect, IL. They manage $77,997,764 in 254 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 E Evergreen Ave, Suite 127, Mount Prospect, IL 60056
https://www.facebook.com/john-nowak-cfp-cpwa-cpa-1269511636551272/
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $307,078
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Alo Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
John Nowak, financial advisor Mount Prospect IL
John B. Nowak
CRD#: 5437795
200 E Evergreen Ave, Suite 127, Mount Prospect, IL 60056

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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