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President, Chief Compliance Officer, Member · ALO Financial Planning

John B. Nowak

CRD 5437795 · Named on Form ADV at one SEC-registered adviser

At a glance

ALO Financial Planning, an SEC-registered wealth manager based in Mount Prospect, IL with $121 million in regulatory assets, lists John B. Nowak on its Form ADV as President, Chief Compliance Officer, Member, a control person.

Firms and roles

  • ALO Financial PlanningPresident, Chief Compliance Officer, MemberWealth manager · Mount Prospect, IL · $121M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.