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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2009
- Office Locations
- 3
Office Locations
About Nova Financial Services
NOVA Financial Services provides investment planning and portfolio management alongside comprehensive insurance services. The firm supports individualized financial planning, retirement planning for individuals and employer plans, estate and tax planning, education planning, and foundations/endowments management. Investment implementation includes diversified portfolios using vehicles such as ETFs and mutual funds. As independent agents, they can compare coverage across multiple carriers—useful for integrating insurance into holistic plans.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACOB RAY KAGELE
Chief Compliance Officer, Managing Partner
- CRD
- #4606475
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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BLAKE ALAN BJORDAHL
Financial Advisor
- CRD
- #1716189
CHRISTOPHER JOHN CHAFFON
--
- CRD
- #5636198
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $468,900,073 | $338,801 |
| Non-Discretionary | $545,687 | $136,422 |
| Total | $469,445,760 | $338,217 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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