Amy
Novak
Northland Securities, Inc
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About this Advisor
Amy Novak is a financial advisor based in Minneapolis, Minnesota with a total of 8 years of industry experience. Novak currently works for Northland Securities, Inc. They have been employed by Northland Securities, Inc for their total career. Novak maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota. Northland Securities, Inc is a business that has its headquarters in Minneapolis, MN. The investment advisory business has a total of 19 people on staff. It has $203 million in assets under management between its 760 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 760 client accounts, 47% are held by high-net-worth clients who have at least $1 million in assets available to invest. Northland Securities, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Northland Securities, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northland Securities, Inc Brokerage Details
$203,155,261
19
760
$267,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Amy Novak Work History
Amy has been registered as a financial advisor for 8 years.*
Northland Securities, Inc
*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 Amy 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 Northland Asset Management
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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