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John Benjamin Nowak

John B. Nowak

ALO FINANCIAL PLANNING
Mount Prospect, IL 60056-3294
Some features on this profile are disabled
CRD#: 5437795
John Benjamin Nowak

Professional summary

John Benjamin Nowak, CFP®, CPWA® is a registered financial advisor currently at ALO FINANCIAL PLANNING located in Mount Prospect, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms .

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 John Benjamin Nowak's 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®
CFP®

Certified Financial Planner

Start date: 2010

CPWA®

Certified Private Wealth Advisor

Start date: 2012-10-30

Expire date: 2024-09-30

Experience

Current

August 10, 2018 - Present

ALO FINANCIAL PLANNING

Office #1: 200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294
RIA
CRD#: 297002
Mount Prospect, IL
Past

November 29, 2010 - August 16, 2018

MOLLER WEALTH PARTNERS

RIA
CRD#: 110493
NORTHFIELD, IL

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
Arizona
(9/26/2025)
IAR
Illinois
(8/10/2018)
IAR
Indiana
(12/13/2021)

Exams

Current Firm

AF
ALO FINANCIAL PLANNING
ALO FINANCIAL PLANNING | SYMMETRY WEALTH MANAGEMENT, LLC | SYMMETRY WEALTH MANAGEMENT LLC

CRD#: 297002 / SEC#:

Arizona
Registered Investment Advisory firm - (9/26/2025 Approved)
Illinois
Registered Investment Advisory firm - (8/10/2018 Approved)
Indiana
Registered Investment Advisory firm - (12/13/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294
Mailing Address
Phone number
(224) 250-9373
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts300
AUM (Assets Under Management)$ 120,915,635

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.

Company Information

ALO FINANCIAL PLANNING

CRD#: 297002Mount Prospect, IL 60056-3294

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