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Paul Edward Novak

T2 Asset Management, LLC

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About Paul Edward Novak

Paul Edward Novak is an investment advisor representative with T2 Asset Management, LLC. Paul has been in the financial services industry since April 2008. Paul holds the Series 6, Series 63, and Series 65 licenses. Paul has experience in investment advisory services, portfolio management, and financial planning. Paul specializes in providing investment advice to high-net-worth individuals and individuals other than high-net-worth. Paul is also a board member of The Alive Center, a non-profit organization.

Firm Information

Paul Novak is currently registered with T2 Asset Management, LLC. T2 Asset Management, LLC is an investment advisor located in NAPERVILLE, IL. The firm has 4 licensed agents, 5 investment advisor representatives, and 1 registered representative. T2 Asset Management, LLC manages approximately $140,000,000 in discretionary assets for 573 accounts. The firm provides financial planning and portfolio management services for individuals. They have 25 high-net-worth individual clients with $30,000,000 in assets under management and 548 other individual clients with $110,000,000 in assets under management. The firm's SEC number is 801-112202.
T2 Asset Management, LLC

1952 MCDOWELL RD

NAPERVILLE, IL 60563

$140.00M

Assets Under Management

Not reported

Total Clients

8

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Paul Novak’s Registration & Firm History

IL

03/11/2015 - Present

T2 Asset Management, LLC (NAPERVILLE IL)

IL

04/21/2008 - 03/19/2015

WADDELL & REED (ORLAND PARK IL)

IL

03/15/2006 - 12/06/2007

CHASE INVESTMENT SERVICES CORP. (ORLAND PARK IL)

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Licenses & Designations

IA

Issued 05/21/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Edward Novak.
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