Advisor at Embark Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Embark Financial Partners
Location
Muskegon, MI 49440
Credentials
Series 66
Industry experience
9 years
Rebecca Novak is a Series 66-licensed financial advisor with LPL Financial, based in Grand Rapids, MI, and has nine years of industry experience. She has held roles at BCS Partners LLC and its affiliated entities, as well as at Waddell & Reed Inc. In addition to her advisory work, Novak is a commissioned notary and serves as a non-variable insurance agent for Embark Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.
Based on Embark Financial Partners
Flat fees charged in advance for financial planning and consulting, negotiable, up to $20,000 annually
Representatives may earn commissions as registered representatives of LPL for securities sales outside advisory accounts
Hourly fee used for calculation of refunds upon termination before plan delivery; exact rates stated in agreements
Fee-only: Flat fee basis for financial planning and consulting services, negotiable, not to exceed $20,000 annually
380 W Western Avenue, Suite 250
Muskegon, MI 49440
Michigan · Missouri
Bcs Partners Llc Insurance Agency
2023 - Present (3 years)
BCS Partners LLC dba Embark Financial Partners
2022 - Present (4 years)
LPL Financial
2021 - Present (5 years)
Sheryl Albertie Becker
2018 - 2021 (3 years)
Various Insurance Carriers For W&R Insurance Agencies
2018 - 2021 (3 years)
Roger Garretson
2018 - 2021 (3 years)
BCS Partners
2018 - 2021 (3 years)
Sheryl Albertie Becker
2016 - 2021 (5 years)
Waddell & Reed Inc
2016 - 2021 (5 years)
Roger Garretson
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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