Nova Financial & Insurance Services

Nova Financial & Insurance Services (CRD# 150148) is a financial advisory firm headquartered in Tucson, AZ. They manage $122,940,169 in 1,202 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,202
    ACCOUNTS
  • Average Account Value
    $102,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, IL, TX, WA

Financial Advisors at Nova Financial & Insurance Services
Showing 1 - 10 of 16 top financial advisors.
1
Janet Baker
CRD#: 4368852
6245 East Broadway Blvd, Ste. 400, Tucson, AZ 85711
96
Wealthminder
score

Janet Baker (CRD# 4368852) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 16 years of experience in the finance industry. Janet Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Blake A. Bjordahl
CRD#: 1716189
1630 E River Rd, Suite 212, Tucson, AZ 85718
93
Wealthminder
score

Blake Bjordahl (CRD# 1716189) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 18 years of experience in the finance industry.

3
Jeffrey Daniels
CRD#: 4097898
1630 E River Rd, Suite 212, Tucson, AZ 85718
93
Wealthminder
score

Jeffrey Daniels (CRD# 4097898) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 17 years of experience in the finance industry.

4
Victor G. Denigris
CRD#: 4542859
1630 E River Rd Ste 212, Tucson, AZ 85718
93
Wealthminder
score

Victor Denigris (CRD# 4542859) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 15 years of experience in the finance industry.

5
Jeffrey M. Johnson
CRD#: 3276479
1630 E River Rd, Suite 212, Tucson, AZ 85718
93
Wealthminder
score

Jeffrey Johnson (CRD# 3276479) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 17 years of experience in the finance industry.

6
Jacob R. Kagele
CRD#: 4606475
1630 E River Rd, Ste. 212, Tucson, AZ 85718
93
Wealthminder
score

Jacob Kagele (CRD# 4606475) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 14 years of experience in the finance industry.

7
Susan C. Kaufman
CRD#: 1019016
1630 E River Rd, Suite 212, Tucson, AZ 85718
93
Wealthminder
score

Susan Kaufman (CRD# 1019016) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 36 years of experience in the finance industry.

8
Michael S. Mare
CRD#: 5452644
90 S. Cascade Avenue, Ste. 1010, Colorado Springs, CO 80903
93
Wealthminder
score

Michael Mare (CRD# 5452644) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Colorado Springs, CO and has over 9 years of experience in the finance industry.

9
Mark C. Debenedetti
CRD#: 4715752
1630 E River Rd, Suite 212, Tucson, AZ 85718
90
Wealthminder
score

Mark Debenedetti (CRD# 4715752) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 6 years of experience in the finance industry.

10
Justin T. Pierce
CRD#: 6090682
1630 E River Rd, Suite 212, Tucson, AZ 85718
90
Wealthminder
score

Justin Pierce (CRD# 6090682) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.