Scott
Nowak

H. Beck, Inc

CRD#1011257
Investment Advisor
in Franklin, WI

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About this Advisor

Scott Nowak is a financial advisor based out of Franklin, Wisconsin, who has been in the advisory business for 9 years. Nowak is an advisor for H. Beck, Inc. They have spent the entirety of their employment at H. Beck, Inc. Nowak holds a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Wisconsin. H. Beck, Inc is an advisory business based in Franklin, Wisconsin. The firm has offices in 426 locations and a total of 410 advisors. It has $1 billion in assets across its 6,066 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 6,066 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in investable assets. H. Beck, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services are provided. However, fee types charged by H. Beck, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Franklin, WI

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

WI Average: $6,889,882,315
Total Number of Employees

410

WI Average: 45
Total Number of Accounts

6,066

WI Average: 765
Average Account Size

$219,616

WI Average: $9,006,382

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Scott Nowak Work History

Scott has 10 years of experience.

2010 - Present (10 years)

H. Beck, Inc

Disclosures

Scott Nowak has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Timothy Stelling
Seattle, WA
Scott Nowak
Franklin, WI
Laraine Mccoy
Dublin, OH
Robert Gills
Thurmont, MD
Morgan Haeberlin
Rockville, MD
Tamaris Conkleton
Heartland, TX
Thomas Clinton
Worcester, MA
Philip Pasho
Sarasata, FL

This content was compiled from the SEC and FINRA.

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