Carl SchopferCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|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|
Total Assets Under Management6,487MILLIONS
Total Number of Accounts1,266ACCOUNTS
Average Account Value$5,124,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, ID, OR, WA
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