Andrew Wert (CRD# 6224782) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Portland, OR and has over 4 years of experience in the finance industry.
CRD# 4457482
Secondhalf Planning & Investment, LLC
Score
106
CRD# 5065974
Smb Financial Services, Inc.
Score
105
CRD# 2602465
Cable Hill Partners, LLC
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Devin Salinas | Portland, OR | Mar 2016 - Current | 2 |
| Clayton Cooper | Portland, OR | Mar 2016 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Portland, OR | Mar 2016 - Current | 2 |
| Lpl Financial Dba Hooper Wealth Management | Roseburg, OR | Jul 2013 - Mar 2016 | 2 |
| Linfield College | Mcminnville, OR | Oct 2012 - Aug 2013 | < 1 |
| Linfield College | Mcminnville, OR | Aug 2009 - Jun 2013 | 3 |
| Swanson Group Manufacturing | Roseburg, OR | Jun 2012 - Aug 2012 | < 1 |
| Swanson Group Manufacturing | Roseburg, OR | Jun 2011 - Aug 2011 | < 1 |
| Swanson Group Manufacturing | Roseburg, OR | Jun 2010 - Aug 2010 | < 1 |
| Ok Korral | Galice, OR | Jun 2009 - Aug 2009 | < 1 |
| Student | Merlin, OR | Aug 2005 - Jun 2009 | 3 |
| Swanson Group Manufacturing | Glendale, OR | Jun 2008 - Aug 2008 | < 1 |
| Swanson Group Manufacturing | Glendale, OR | Jun 2007 - Sep 2007 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- OR
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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