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Joanna T. Nowak

Moneywise Financial Advisors

Portland, OR

CRD 5932479

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Employer firm

Moneywise Financial Advisors CRD 157446

$42.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Moneywise Financial Advisors

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-22
OR RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22
  • OR RA
    APPROVED
    Since 2025-01-22

Branch Locations

Portland, OR • 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
Moneywise Financial Advisors Cupertino CA 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-14
  • S65 Uniform Investment Adviser Law Examination
    2010-12-14

View on SEC IAPD

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