Shelby Eckhardt, financial advisor Mercer Island WA

Shelby Eckhardt

CRD Number: 4601854
Current Firm: Northwest Asset Management

Shelby Eckhardt (CRD# 4601854) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Asset Management Mercer Island, WA Oct 2019 - Current 4
Charles Schwab & Company, Inc. Bellevue, WA Oct 2002 - Sep 2019 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Shelby D. Eckhardt
Phone Number: 206-838-3680
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,027
    MILLIONS
  • Total Number of Accounts
    8,627
    ACCOUNTS
  • Average Account Value
    $350,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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