BN
ChFC
BN
ChFC

Brent Howard Novoselsky

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

Three Parkway North, Suite 500, Deerfield, IL, 60015-2567

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is an investment advisor representative with Alera Investment Advisors and a registered representative with Triad Advisors, spending about 90% of his time as an investment advisor representative. He also provides fixed business services including LTC, property casualty insurance, disability insurance, and group benefits through GCG Financial and is a vice president at Alera Group, the parent company for Alera affiliates, dedicating full-time hours to this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Securian Financial Services, INC.
May 2001 - November 2017 · 16 yrs 6 mos
Securian Financial Services, INC.Broker
June 1995 - November 2017 · 22 yrs 5 mos
Lehman Brothers INC.Broker
April 1994 - July 1994 · 3 mos
Mesirow Investment Services, INC.Broker
March 1993 - April 1993 · 1 mo
State Registrations25 states
ARAZCACOFLGAIAILINKSMAMDMIMNNCNJNVNYTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brent Howard Novoselsky - Financial Advisor | TrueAdvisor