Paula Marie Rogala
Investment adviser representative at Novem Group
17 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Novem GroupOct 2024 to now
- Osaic Wealth, Inc.Oct 2024 to now
- Paula Rogala ArtistAug 2013 to now
- Genworth Life InsuranceDec 2009 to now
- Various Insurance Carriers for W & R Insurance AgenciesMay 2009 to now
- Waddell & Reed, Inc.May 2009 to now
- American Portfolios Financial Services, Inc.Jul 2016 to Oct 2024
- Rochester Womens NetworkJan 2012 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 5 states (FL, NJ, NY, OH, PA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453356
- Firm CRD
- 158964