Thomas Nowak (CRD# 4889722) is an Investment Advisor Representative working at Quantum Financial Planning LLC in Langley, WA and has over 19 years of experience in the finance industry. Thomas Nowak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quantum Financial Planning LLC | Langley, WA | Aug 2020 - Current | 3 |
| Quantum Financial Planning LLC | Grayslake, IL | Jan 2005 - Aug 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- IL
- TX
- WA
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
- Publication of periodicals or newsletters
IL, TX, WA, WI
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