Joanna T. Nowak

MONEYWISE FINANCIAL ADVISORS

Portland, OR

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CRD#: 5932479

Professional summary

Joanna T. Nowak, CFP® is a registered financial advisor currently at MONEYWISE FINANCIAL ADVISORS located in Portland, Oregon.

Joanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joanna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Budgeting

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Investment Planning

Education Planning

Do you have an area of expertise or specialization?

Charitable Giving

Divorce Planning

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Socially Responsible Investmen...

What is your minimum asset requirement?

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 Joanna T. 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: 2014

Experience

Current

August 15, 2011 - Present

MONEYWISE FINANCIAL ADVISORS

RIA

CRD#: 157446

Portland, OR

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

California
(8/15/2011)

IAR

Oregon
(5/31/2017)

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 65

Date: 12/14/2010

Uniform Investment Adviser Law Examination

Current Firm

MONEYWISE FINANCIAL ADVISORS

JIN & ASSOCIATES | NOWAK, JOANNA T. | MONEYWISE FINANCIAL ADVISORS

CRD#: 157446 / SEC#:

California

Registered Investment Advisory firm - (8/15/2011 Approved)

Oregon

Registered Investment Advisory firm - (5/30/2017 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(408) 219-1273

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 35,447,663

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Joanna T. Nowak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joanna T. Nowak's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEYWISE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2010

Current Firm

MONEYWISE FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MONEYWISE FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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