Paul
Novak
T2 Asset Management, LLC
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About this Advisor
Paul Novak is a financial advisor operating in Villa Park, Illinois who has 8 years of relevant experience. Novak works at T2 Asset Management, LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Letip International, Orland Park Chamber Of Commerce, Leadz Networkers and Sustainable Sourcing LLC. Novak holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. T2 Asset Management, LLC is a registered investment business operating out of Villa Park, IL. It has offices in two locations and a total of nine people on staff. It administers $118 million in assets between its 802 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 802 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the type of services provided. However, fees charged by T2 Asset Management, LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T2 Asset Management, LLC Brokerage Details
$118,000,000
9
802
$147,132
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Novak Work History
Paul has been registered as a financial advisor for 8 years.*
Orland Park Chamber Of Commerce
Leadz Networkers
Sustainable Sourcing LLC
Letip International
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul 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 T2 Asset Management, LLC
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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