Carl Schopfer, financial advisor Lake Oswego OR

Carl Schopfer

CRD Number: 4482771
Current Firm: Northwest Capital Management Inc.

Carl Schopfer (CRD# 4482771) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 21 years of experience in the finance industry. Carl Schopfer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Carefree, AZ Jun 2019 - Dec 2019 < 1
Schopfer Financial Scottsdale, AZ Jan 2014 - Apr 2019 5
Md Helicopters Mesa, AZ Jul 2008 - Jan 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Carl A. Schopfer
Phone Number: 503-597-1616
Firm Website: http://www.nwcm.com
Registered State(s):
  • AZ
  • OR
By the Numbers
  • Total Assets Under Management
    6,487
    MILLIONS
  • Total Number of Accounts
    1,266
    ACCOUNTS
  • Average Account Value
    $5,124,081
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, ID, OR, WA

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