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John Benjamin Nowak

Alo Financial Planning

Mount Prospect, IL

CRD 5437795

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Employer firm

Alo Financial Planning CRD 297002

$121M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alo Financial Planning

200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-10
  • IL RA
    APPROVED
    Since 2018-08-10

Branch Locations

200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294 • 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
Moller Financial Services Northfield IL 04/2007 08/2018
Symmetry Wealth Management, Llc Mount Prospect IL 08/2018 10/2021
Symmetry Wealth Management, Llc Dba Alo Financial Planning Mount Prospect IL 10/2021 Present
  • 04/2007 → 08/2018
    Moller Financial Services
    Northfield, IL
  • 08/2018 → 10/2021
    Symmetry Wealth Management, Llc
    Mount Prospect, IL
  • 10/2021 → Present
    Symmetry Wealth Management, Llc Dba Alo Financial Planning
    Mount Prospect, IL
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
SPC

Nearby Investors

Derick Enos
ADAM KRZYZEWSKI
Laura Lee Beran

Nearby Offices

J.P. MORGAN SECURITIES LLC · Mount Prospect, IL
EDWARD JONES · MT PROSPECT, IL
EDWARD JONES · Mount Prospect, IL

More in Mount Prospect, IL

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