Yvonne Michaud Novak

Current Employers

Employment History

• 04/2007 → Present
  Ymnlaw, Psc
  Duluth, MN
• 02/2025 → Present
  Integrity Advisory Solutions
  Duluth, MN
• 03/2007 → 01/2024
  Gerlach Law Firm
  Duluth, MN

Other Businesses

1. American Academy Wealth; Investment related; 202 W Superior ST Ste 303, Duluth, MN 55802; DBA for securities business; IAR; 02/04/2025; 0 hours per month; 0 hours during securities trading hours; DBA for securities business. 2. Novak Wealth Advisors; Investment related; 202 W Superior ST Ste 303, Duluth, MN 55802; DBA for securities business; IAR & President; 12/26/2024; 0 hours per month; 0 hours during securities trading hours; DBA for securities business. 3. YMNLAW, PSC; Not investment related; 202 W Superior ST Ste 303, Duluth, MN 55802; Law Practice; Attorney; President; 04/01/2007; 160 hours per month; 160 hours during securities trading hours; estate planning & elder law attorney. 4. Ash Brokerage; Investment related; 202 W Superior ST Ste 303, Duluth, MN 55802; Fixed insurance & annuity sales; Insurance Agent; 01/01/2025; 5 hours per month; 5 hours during securities trading hours; sale of life insurance policies and annuities. 5. Generations Health Care Initiatives; Not investment related; 130 W Superior St Ste 700, Duluth, MN 55802; Non-profit organization; Board Member; 09/15/2020; 2 hours per month; 1 hour during securities trading hours; participate in the overall supervision of the non-profit organization. 6. Center for Personal Fitness/Essentia; Not investment related; 1600 Miller Trunk Highway Duluth, MN 55811; Fitness; Training; Instructor; 08/26/2003; 4 hours per month; 0 hours during securities trading hours; teach water aerobics and cycling 7. ARROWHEAD ESTATE PLANNING ATTORNEYS POSITION: Board Member NATURE: Estate Planning Attorneys, CPA's, Trust Officers and Insurance professionals meet monthly to be educated and develop intra-career relationships. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2017 ADDRESS: 202 W Superior St., STE 303, Duluth MN 55802, United States DESCRIPTION: I am an advisor to the Arrowhead Estate Planning Council. We meet monthly (9 months of the year) to plan the upcoming monthly meeting and determine what the educational presentation will be. 8. NAELA - MN POSITION: Board Member NATURE: National Association of Elder Law Attorneys - MN Chapter. We learn about and educate people about elder law. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2026 ADDRESS: 202 W Superior St STE 303, Duluth MN 55802, United States DESCRIPTION: I am Vice President and on the education committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-02
• S63 Uniform Securities Agent State Law Examination
  1991-07-09

Other Names

• Yvonne M Novak
• Yvonne Terese Novak
• Yvonne Novak