Andrew Novak

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2016 → 08/2018
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 09/2018 → 04/2020
  Mesirow Financial, Inc.
  Highland Park, IL
• 04/2020 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2020-06-30 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2020-06-30 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2018-09-27 → 2020-04-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2016-05-10 → 2018-09-12
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 2015-08-04 → 2016-03-14
  Edward Jones
  Bloomington, IL
  St Louis, MO
  Maryland Heights, MO
  Naperville, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-12
• S66 Uniform Combined State Law Examination
  2015-08-03

Designations

• Certified Financial Planner

Other Names

• Andy Novak
• Andrew Joseph Novak