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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Novak is a financial advisor with Kovitz Investment Group Partners, LLC. Andrew has been in the financial industry since 2015. Andrew is a Certified Financial Planner and holds Series 7, 63 and 66 licenses. Andrew has experience in providing financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions. Prior to joining Kovitz Investment Group Partners, LLC Andrew worked at Mesirow Financial, Inc. and Edward Jones. Andrew specializes in providing financial advice to high-net-worth individuals, families, and institutions. Andrew is committed to providing his clients with personalized financial advice and strategies that meet their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
06/30/2020 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
11/02/2018 - 04/29/2020
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
IL
07/15/2015 - 03/14/2016
EDWARD JONES (NAPERVILLE IL)
BC
Issued 01/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
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