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Denver William Nowicz

Lifepro Asset Management

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About Denver William Nowicz

Denver William Nowicz is an Investment Advisor Representative at Lifepro Asset Management, LLC. Denver is registered with the state regulators of Arizona and California and holds a Series 65 license. Denver has been in the financial services industry since 2001. Denver has a variety of experience in financial services including but not limited to life insurance, annuities, and real estate investing. The advisor focuses on providing services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Denver is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Denver Nowicz is currently registered with Lifepro Asset Management. Lifepro Asset Management is a financial advisor based in SAN DIEGO, CA. They provide a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage over $311 million in assets for individuals, high-net-worth individuals, and charitable organizations.
Lifepro Asset Management

11512 EL CAMINO REAL

SAN DIEGO, CA 92130

$311.33M

Assets Under Management

78

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denver Nowicz’s Registration & Firm History

AZ

10/04/2021 - Present

Lifepro Asset Management (Scottsdale AZ)

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Licenses & Designations

IA

Issued 03/14/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denver William Nowicz.
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