Jason M. Lank

NOVADIUS WEALTH MANAGEMENT

Overland Park, KS 66210

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CRD#: 2305760

Professional summary

Jason Matthew Lank is a registered financial advisor currently at NOVADIUS WEALTH MANAGEMENT located in Overland Park, Kansas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jason has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Lank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2013 - Present

NOVADIUS WEALTH MANAGEMENT

Office #1: 7300 West 110th Street Suite 870, Overland Park, KS 66210

RIA

CRD#: 148229

Overland Park, KS

Past

February 8, 2008 - December 19, 2012

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

OVERLAND PARK, KS

Past

June 12, 2007 - February 12, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

OVERLAND PARK, KS

Past

February 25, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

February 2, 1993 - February 12, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NOVADIUS WEALTH MANAGEMENT

NOVADIUS WEALTH MANAGEMENT | THE ETF STORE, LLC | THE ETF STORE, INC.

CRD#: 148229 / SEC#: 801-112654

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

Illinois

Registered Investment Advisory firm - (3/20/2018 Terminated)

Kansas

Registered Investment Advisory firm - (4/27/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (5/1/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/27/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/14/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/24/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/26/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/10/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/28/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOVADIUS WEALTH MANAGEMENT

NOVADIUS WEALTH MANAGEMENT | THE ETF STORE, LLC | THE ETF STORE, INC.

CRD#: 148229 / SEC#: 801-112654

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

Illinois

Registered Investment Advisory firm - (3/20/2018 Terminated)

Kansas

Registered Investment Advisory firm - (4/27/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (5/1/2018 Terminated)

Missouri

Registered Investment Advisory firm - (4/27/2018 Terminated)

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Contact information

Main Address

7300 West 110th Street Suite 870, Overland Park, KS 66210

Mailing Address

Phone number

(877) 365-3837

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOVADIUS FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	582
AUM (Assets Under Management)	$ 148,165,700

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. Lank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Lank's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOVADIUS WEALTH MANAGEMENT

FINANCIAL ENGINES ADVISOR CENTER, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

NOVADIUS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2007

Series 63

Date: 4/26/2000

Series 7

Date: 5/10/2007

Series 6

Date: 1/28/1993

Current Firm

NOVADIUS WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVADIUS WEALTH MANAGEMENT

TRUST BUT VERIFY

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