We do not manage client funds or hold custody of assets, we help users connect with relevant financial In the management of any user’s account by an Adviser or provide advice regarding specific investments. SmartAsset does not review the ongoing performance of any Adviser, participate SmartAsset receives compensation fromĪdvisers for our services. On information gathered from users through our online questionnaire. With a regulatory body in the United States that have elected to participate in our matching platform based SmartAsset’s servicesĪre limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees charged by Pfs Investments Inc typically consist of asset-based fees. Pfs Investments Inc provides portfolio management for individuals and small businesses.įinancial management fee schedules largely vary depending on the type of services. Of its 56,552 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm advises 36 charitable organizations. It controls $7 billion in assets under management across its 56,552 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. It has offices in 1,646 locations and a total of 3,449 advisors. Pfs Investments Inc is an advisory firm that has its headquarters in Duluth, GA. Nowag has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Throughout their career, Nowag has worked at Primerica Financial Services and Pfs Investments Inc. Nowag is on the advisory team at Pfs Investments Inc. Gretchen Nowag is a financial advisor working in Naperville, Illinois who has 7 years of relevant experience.
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