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Zachary Scott Novak

Core Planning

Carbondale, IL

Ofallon, MO

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-09
MO RA APPROVED 2025-05-09
  • IL RA
    APPROVED
    Since 2025-05-09
  • MO RA
    APPROVED
    Since 2025-05-09

Branch Locations

Carbondale, IL • United States

706 N Main St, Ofallon, MO 63366 • 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
Oppenheimerfunds Englewood CO 01/2015 06/2019
Buckingham Asset Management, Llc Clayton MO 09/2019 07/2021
Facet Wealth Baltimore MD 08/2021 04/2025
Core Planning Llc Ofallon MO 05/2025 Present
  • 01/2015 → 06/2019
    Oppenheimerfunds
    Englewood, CO
  • 09/2019 → 07/2021
    Buckingham Asset Management, Llc
    Clayton, MO
  • 08/2021 → 04/2025
    Facet Wealth
    Baltimore, MD
  • 05/2025 → Present
    Core Planning Llc
    Ofallon, MO
Previous Registrations
  • 2021-08-06 → 2025-04-10
    Facet
    West Palm Beach, FL
    Saint Louis, MO
    Carbondale, IL
  • 2019-10-31 → 2021-07-13
    Buckingham Strategic Wealth, Llc
    Bouronnais, IL
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    2015-11-16
Designations
Other Names
  • Zachary Scott Novak
  • Zach Scott Novak

View on SEC IAPD

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