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Yvonne N
Series 63, Series 65
Duluth, MN
integrity Advisory Solutions
Yvonne Novak is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds Series 63 and Series 65 credentials and has a legal background, practicing as an estate planning and elder law attorney since 2007. Novak serves on the board of a local nonprofit organization and teaches fitness classes in water aerobics and cycling. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.
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