Keith F. Novak, CPA, 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, 24, 53, 63 and 65 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.