As a Vice President and Financial Advisor at Rothschild Investment Corporation, Luke specializes in providing defined contribution, defined benefit, and nonqualified plan advisory services to retirement plan sponsors. He helps clients manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. At the end of the day, Luke’s goal is to help his clients provide for the retirement success of their people. As an industry expert, Luke has written several industry white papers including such subjects as the 2020 CARES Act, the DOL’s 408(b)(2) and 404(a)(5) fee disclosure regulations, distinguishing the


Luke Novak
Vice President, Managing Director at Rothschild Investment Corporation and Financial Advisor
Rothschild Investment
United States, Illinois, Chicago
About Me
Profile Information
Vice President, Managing Director at Rothschild Investment Corporation and Financial Advisor
Rothschild Investment
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Jul 29, 2024
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