Noven Financial Group, Inc.

Noven Financial Group, Inc. (CRD# 117897) is a financial advisory firm headquartered in Denver, CO. They manage $216,594,796 in 983 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    983
    ACCOUNTS
  • Average Account Value
    $220,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
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.

CO, IL, NE

Financial Advisors at Noven Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Geraldine A. Janiczek
CRD#: 2626182
1777 S. Harrison Street, Suite 1500, Denver, CO 80210
90
Wealthminder
score

Geraldine Janiczek (CRD# 2626182) is an Investment Advisor Representative working at Noven Financial Group, Inc. in Denver, CO and has 1 year of experience in the finance industry.

2
Anjanette M. Phetteplace
CRD#: 5074559
1777 S. Harrison Street, Suite 1500, Denver, CO 80210
90
Wealthminder
score

Anjanette Phetteplace (CRD# 5074559) is an Investment Advisor Representative working at Noven Financial Group, Inc. in Denver, CO and has 1 year of experience in the finance industry. Anjanette Phetteplace 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.

3
Brian D. Chase
CRD#: 6581721
1777 S. Harrison Street, Suite 1500, Denver, CO 80210
87
Wealthminder
score

Brian Chase (CRD# 6581721) is an Investment Advisor Representative working at Noven Financial Group, Inc. in Denver, CO and has 1 year of experience in the finance industry.

4
Daniel A. Noven
CRD#: 4537156
1777 So. Harrison St., Suite P-309, Denver, CO 80210
87
Wealthminder
score

Daniel Noven (CRD# 4537156) is an Investment Advisor Representative working at Noven Financial Group, Inc. in Denver, CO and has 1 year of experience in the finance industry.

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