Noah John Pavek

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2017
  Karl Manufacturing Solution
  Roseau, Mn, MN
• 06/2018 → 06/2020
  Follett
  Grand Forks, ND
• 08/2016 → 12/2019
  University Of North Dakota
  Grand Forks, ND
• 07/2020 → Present
  Bigler Financial Services
  Rochester, MN
• 02/2021 → Present
  Royal Alliance Associates, Inc.
  Rochester, MN
• 06/2011 → 08/2017
  Unemployed
  Roseau, MN

Other Businesses

1. ADVANCED FINANCIAL CONSULTANTS POSITION: Financial Paraplanner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/30/2020 ADDRESS: 2770 Commerce Dr. NW, Rochester MN 55901, United States DESCRIPTION: Review risk tolerance and overall investment objectives with advisors in office. Once risk is determined, assist advisorsto help align risk with future investment strategies. research and review client profiles and develop client relationsthrough general admin servicing of accounts 2. Bigler Financial Services POSITION: Financial Paraplanner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/30/2020 ADDRESS: 2770 Commerce Dr. NW, Rochester MN 55901, United States DESCRIPTION: Review risk tolerance and overall investment objectives with advisors in office. Once risk is determined, assist advisors to help align risk with future investment strategies. research and review client profiles and develop client relations through general admin servicing of accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-04
• S63 Uniform Securities Agent State Law Examination
  2022-07-12