Unclaimed Profile

Laura Ann Novak

WEIK CAPITAL MANAGEMENT, INC·WYOMISSING, Pennsylvania

Series 7, Series 65Clean record25 years registeredWEIK CAPITAL MANAGEMENT, INC

18 COMMERCE DRIVE, WYOMISSING, PA 19610-1068CRD# 2831444Firm CRD# 107068

Profile Verification

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

Identity

Laura Ann Novak · WYOMISSING, PA

Registration

CRD #2831444 · WEIK CAPITAL MANAGEMENT, INC · 25 years registered

Brand Profile

Not yet started

Career History

WEIK CAPITAL MANAGEMENT

Mar 2021 – present

COASTAL CAPITAL MANAGEMENT LLC

May 2015 – Feb 2016

SKANEATELES, NY

WEIK INVESTMENT SERVICES, INC

Mar 2001 – Jul 2013

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 15, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEIK CAPITAL MANAGEMENT, INC

CRD 107068 · SEC 801-30452

AUM

$278M

Regulatory assets under management

Employees

183 client accounts

Services offered by WEIK CAPITAL MANAGEMENT, INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEIK CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Laura Ann Novak offer?

Laura Ann Novak specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Laura Ann Novak's credentials?

Laura Ann Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Ann Novak located?

Laura Ann Novak is based in WYOMISSING, Pennsylvania, working with WEIK CAPITAL MANAGEMENT, INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Laura Ann Novak charge for services?

Laura Ann Novak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEIK CAPITAL MANAGEMENT, INC?

WEIK CAPITAL MANAGEMENT, INC has approximately 8 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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