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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Symmetry Wealth Management, Llc Dba Alo Financial Planning | Mount Prospect, IL | Oct 2021 - Current | 2 |
| Symmetry Wealth Management, LLC | Mount Prospect, IL | Aug 2018 - Oct 2021 | 3 |
| Moller Financial Services | Northfield, IL | Apr 2007 - Aug 2018 | 11 |
- IL
- IN
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$307,078
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN
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