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Laura Ann Novak

Weik Capital Management

Wyomissing, PA

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Current Employers
Weik Capital Management

18 Commerce Drive, Wyomissing, PA 19610-1068 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-02
  • PA RA
    APPROVED
    Since 2021-03-02

Branch Locations

18 Commerce Drive, Wyomissing, PA 19610-1068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wise Owl Properties Cayuga NY 07/2013 10/2018
Americu Capital Management, Llc Rome NY 10/2015 12/2020
Americu Investments / Cuna Brokerage Services, Inc. Rome NY 09/2019 01/2021
Weik Capital Management Wyomissing PA 02/2021 03/2021
Weik Capital Management Wyomissing PA 03/2021 Present
  • 07/2013 → 10/2018
    Wise Owl Properties
    Cayuga, NY
  • 10/2015 → 12/2020
    Americu Capital Management, Llc
    Rome, NY
  • 09/2019 → 01/2021
    Americu Investments / Cuna Brokerage Services, Inc.
    Rome, NY
  • 02/2021 → 03/2021
    Weik Capital Management
    Wyomissing, PA
  • 03/2021 → Present
    Weik Capital Management
    Wyomissing, PA
Previous Registrations
  • 2015-05-28 → 2016-02-11
    Coastal Capital Management Llc
    Syracuse, NY
  • 2001-03-15 → 2013-07-19
    Weik Capital Management
    Wyomissing, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-02
  • S65 Uniform Investment Adviser Law Examination
    2021-03-02
Other Names
  • Laura Ann Novak
  • Laura Ann Novak
  • Laura Ann Bentz

View on SEC IAPD

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Other Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA
MORGAN STANLEY · Wyomissing, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
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