Northwest Asset Management

Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $1,164,759,109 in 3,682 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,165
    MILLION
  • Total Number of Accounts
    3,682
    ACCOUNTS
  • Average Account Value
    $316,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, LA, MA, MN, MT, NC, NV, NY, OH, OR, TX, UT, VA, WA, WI

Financial Advisors at Northwest Asset Management
Showing 1 - 10 of 33 top financial advisors.
1
Matthew D. Stelmas
CRD#: 3013297
7090 Atascadero ave, Atascadero, CA 93422
101
Wealthminder
score

Matthew Stelmas (CRD# 3013297) is an Investment Advisor Representative working at Clearwater Wealth Management, LLC in Atascadero, CA and has over 19 years of experience in the finance industry. Matthew Stelmas 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 putclients' interests first and comply with the Financial Planning Practice Standards. 

2
Loren I. Deshon
CRD#: 730531
Sammamish, WA
96
Wealthminder
score

Loren Deshon (CRD# 730531) is an Investment Advisor Representative working at Northwest Asset Management in Sammamish, WA and has over 36 years of experience in the finance industry. Loren Deshon 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.

3
Gregory A. Headrick
CRD#: 2270615
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
96
Wealthminder
score

Gregory Headrick (CRD# 2270615) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 25 years of experience in the finance industry. Gregory Headrick 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.

4
Michelle R. Ransom
CRD#: 4895040
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
96
Wealthminder
score

Michelle Ransom (CRD# 4895040) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 13 years of experience in the finance industry. Michelle Ransom 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.

5
Suzette M. Rothberg
CRD#: 1994459
127 Bridge Avenue East, Suite 220, Delano, MN 55328
96
Wealthminder
score

Suzette Rothberg (CRD# 1994459) is an Investment Advisor Representative working at Northwest Asset Management in Delano, MN and has over 27 years of experience in the finance industry. Suzette Rothberg 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.

6
Samuel R. Tenney
CRD#: 4232443
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
96
Wealthminder
score

Samuel Tenney (CRD# 4232443) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 16 years of experience in the finance industry. Samuel Tenney 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.

7
Patrick C. Thuemmel
CRD#: 4902700
537 Houston St, Coppell, TX 75019
96
Wealthminder
score

Patrick Thuemmel (CRD# 4902700) is an Investment Advisor Representative working at Northwest Asset Management in Coppell, TX and has over 12 years of experience in the finance industry. Patrick Thuemmel 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.

8
Rita R. Fernandezaguilar
CRD#: 1267521
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
93
Wealthminder
score

Rita Fernandezaguilar (CRD# 1267521) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 30 years of experience in the finance industry.

9
Alison M. Fong
CRD#: 4000684
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
93
Wealthminder
score

Alison Fong (CRD# 4000684) 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.

10
Donald G. Gartlan
CRD#: 1701705
2835 82nd Avenue Se, Ste 300, Mercer Island, WA 98040
93
Wealthminder
score

Donald Gartlan (CRD# 1701705) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 29 years of experience in the finance industry.

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