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Anne Catherine Novak

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota
Unclaimed Profile
701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 4929309Firm CRD# 109141
01

About

Anne Catherine Novak is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with MERISTEM FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MERISTEM FAMILY WEALTH, LLC
MERISTEM FAMILY WEALTH
AUM
$5.4B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at MERISTEM FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4929309
Firm CRD# 109141
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Catherine Novak offer?
Anne Catherine Novak specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Anne Catherine Novak's credentials?
Anne Catherine Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Catherine Novak located?
Anne Catherine Novak is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Anne Catherine Novak charge for services?
Anne Catherine Novak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERISTEM FAMILY WEALTH, LLC?
MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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