Max Cooper Novak
Investment Adviser Representative at CORE Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Max Cooper Novak is an investment adviser representative with CORE Planning in Carterville, IL, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Moneta Group Investment Advisors, LLC and Personal Capital Advisors Corporation. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois and Missouri.
Registrations & licenses
- Investment adviser:
- Illinois, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Personal CapitalFeb 2018 – Oct 2019Denver, CO
- PaySimpleAug 2016 – Feb 2018Denver, CO
- Moneta Group Investment Advisors, LLCNov 2019 – Apr 2022St. Louis, MO
- Facet WealthApr 2022 – Apr 2025Baltimore, MD
- Core Planning LLCMay 2025 – no end date reportedOfallon, MO
- Domain MoneyMay 2025 – no end date reportedNew York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORE Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 63
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ofallon, MO
- SEC file number:
- 801-131950
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at CORE Planning
Showing 12 of 63 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max Cooper Novak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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