Unclaimed Profile

Leonard Frank Nowak

LJPR, LLC·TROY, Michigan

Series 7, Series 31, Series 63, Series 65Clean record16 years registeredLJPR, LLC

4555 INVESTMENT DRIVE, TROY, MI 48098CRD# 3134790Firm CRD# 105895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leonard Frank Nowak · TROY, MI

Registration

CRD #3134790 · LJPR, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ADVISORS CAPITAL MANAGEMENT, LLC

Dec 2023 – present

MAINSTAY CAPITAL MANAGEMENT, LLC

Mar 2017 – present

EDELMAN FINANCIAL SERVICES, LLC

Jan 2017 – Feb 2017

TROY, MI

PORTFOLIO SOLUTIONS LLC

May 2016 – Feb 2017

Troy, MI

LJPR FINANCIAL ADVISORS

Mar 2010 – Apr 2016

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJPR, LLC

CRD 105895 · SEC 801-35836

AUM

$776M

Regulatory assets under management

Employees

3,108 client accounts

Services offered by LJPR, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LJPR, LLC →

Introduction

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Frequently Asked Questions

What services does Leonard Frank Nowak offer?

Leonard Frank Nowak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Leonard Frank Nowak's credentials?

Leonard Frank Nowak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leonard Frank Nowak located?

Leonard Frank Nowak is based in TROY, Michigan, working with LJPR, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Leonard Frank Nowak charge for services?

Leonard Frank Nowak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJPR, LLC?

LJPR, LLC has approximately 25 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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