Scott Rhodes
CRD Number: 1389335Current Firm: Northwest Capital Management Inc.
Compensation Model: Fee Only
Scott Rhodes (CRD# 1389335) is a CFA® charterholder and a principal at Northwest Capital Management Inc. in Seattle. Scott has over 30 years of experience in the finance industry. This includes almost 20 years as a wealth manager and 10 years as a securities regulator with FINRA. Scott works with a team of principals at his wealth management firm that combine expertise in:
- Asset management
- Tax planning
- Estate, gifting and legacy succession planning
- Retirement planning
Scott's firm uses an integrated approach to financial management that focuses on the client's goals and objectives. As a fee-only investment adviser, he works in an environment free of commissions and conflicts arising from in-house investment products.
CRD# 5925615
Securities America Advisors, Inc.
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Capital Partners Wealth Management
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Harbour Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, LLC | Omaha, NE | Jun 2023 - Current | < 1 |
Northwest Capital Management | 601 Union Street, Ste. 2600, WA | Jun 2023 - Current | < 1 |
Northwest Capital Management, Inc. | Portland, OR | Aug 2017 - Jun 2023 | 5 |
Self-employed | Vashon, WA | Apr 2017 - Aug 2017 | < 1 |
Kutscher Rhodes & Benner, Inc. | Seattle, WA | Apr 1999 - Apr 2017 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1985 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
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Total Assets Under Management6,856MILLIONS
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Total Number of Accounts1,409ACCOUNTS
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Average Account Value$4,865,957
- 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, TN, WA
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