Daniel
Novak
Williams & Novak Wealth Management, LLC
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About this Advisor
Daniel Novak is a financial advisor based in Westlake Village, California, working with Williams & Novak Wealth Management, LLC. Daniel has previously held positions at Thrivent Investment Management Inc, Liquid Party Networks, Student, Charles Schwab & Co., Inc, Charles Schwab Bank, Tcfg Investment Advisors, LLC, Tcfg Insurance Solutions, LLC, Tcfg Wealth Management, LLC, Western International Securities, Inc, Dynamic Wealth Advisors Dba Williams & Novak Wealth Management, and Williams & Novak, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, Missouri, New York, and Texas. Currently, Daniel is part of Williams & Novak Wealth Management, LLC, which operates out of Westlake Village, California. The firm has 4 offices and 3 employees. The firm manages assets totaling $237.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Williams & Novak Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Williams & Novak Wealth Management, LLC Brokerage Details
$237,547,719
3
703
$337,906
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Novak Work History
Williams & Novak, LLC
Dynamic Wealth Advisors Dba Williams & Novak Wealth Management
Tcfg Investment Advisors, LLC
Tcfg Insurance Solutions, LLC
Tcfg Wealth Management, LLC
Western International Securities, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
Thrivent Investment Management Inc
Liquid Party Networks
Student
Disclosures
Please visit the SEC profile of Daniel Novak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Williams & Novak Wealth Management, LLC
Huntington Beach, CA
Claremont, CA
Westlake Village, CA
Homer, AK
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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