Keith F. Novak CFP®, MBA

Keith Novak has been an Investment Advisor Representative since 2008, and has been with Personal Financial Group since 2012.

Keith has a BS in accounting from Rockhurst University, and an MBA from Baker University. Keith currently holds the Series 7 and 66 registrations through LPL Financial and is also licensed in Life and Health Insurance.

Keith is also a Certified Public Accountant and has more than 15 years of audit experience in the employee benefits industry. He has been with Novak Birks, P.C.* since 1994.

He is a member of the AICPA, Missouri Society of CPAs, IFEBP, and the AICPA Employee Benefit Plan Audit Quality Center.

* Novak Birks, PC and their services are separate from LPL Financial and Personal Financial Group.