John B. Nowak

ALO FINANCIAL PLANNING

Mount Prospect, IL 60056-3294

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CRD#: 5437795

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)

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

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	275
AUM (Assets Under Management)	$ 91,725,194

Red Flags

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

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John B. Nowak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Benjamin Nowak's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALO FINANCIAL PLANNING

MOLLER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

ALO FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALO FINANCIAL PLANNING

TRUST BUT VERIFY

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