Brad Novak
Vice President and Partner
Brad has been in the financial services industry since 2003 and has over 20 years of experience in the insurance industry. He works with individuals and small business owners providing comprehensive planning and investment advisory services.
Brad has developed his financial planning skills by regularly attending industry trainings and has achieved advanced designations from the financial services industry.
CFP ™ - CERTIFIED FINANCIAL PLANNER ™ Professional A designation issued by an independent board for financial planning. The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive planning services.
FINRA Securities Registration: Series 7 and Series 66.
A Bachelors of Business Administration in Financial Management from the University of North Dakota.
My wife Kari and I have been part of the Fargo Moorhead community for over 20 years where we live with our 3 children.