Northwest Asset Management

Northwest Asset Management (CRD# 147923) is a financial advisory firm headquartered in Mercer Island, WA. They manage $3,027,418,741 in 8,627 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,027
    MILLION
  • Total Number of Accounts
    8,627
    ACCOUNTS
  • Average Account Value
    $350,924
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Northwest Asset Management
Showing 1 - 10 of 51 top financial advisors.
1
Damian S. Aldridge
CRD#: 6837424
700 Louisiana Street, 48th Floor, Houston, TX 77002

Damian Aldridge (CRD# 6837424) is an Investment Advisor Representative working at Northwest Asset Management in Houston, TX and has over 6 years of experience in the finance industry. Damian Aldridge 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.

2
Jo S. Aldridge
CRD#: 4339629
700 Louisiana St., 48th Floor, Houston, TX 77002

Jo Aldridge (CRD# 4339629) is an Investment Advisor Representative working at Northwest Asset Management in Houston, TX and has over 22 years of experience in the finance industry.

3
Noura M. Alsheikh
CRD#: 4917381
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Noura Alsheikh (CRD# 4917381) 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.

4
Martin M. Bender
CRD#: 2891230
Gilbert, AZ

Martin Bender (CRD# 2891230) is an Investment Advisor Representative working at Northwest Asset Management in Gilbert, AZ and has over 26 years of experience in the finance industry. Martin Bender 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
Geoffrey C. Burke
CRD#: 2510257
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Geoffrey Burke (CRD# 2510257) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 28 years of experience in the finance industry.

6
James A. Burton
CRD#: 2201399
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

James Burton (CRD# 2201399) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 32 years of experience in the finance industry. James Burton 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
Maria L. Callaghan
CRD#: 5829888
Manchester, NH

Maria Callaghan (CRD# 5829888) is an Investment Advisor Representative working at Northwest Asset Management in Manchester, NH and has over 12 years of experience in the finance industry. Maria Callaghan 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
Brett R. Carlson
CRD#: 2788353
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Brett Carlson (CRD# 2788353) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 27 years of experience in the finance industry.

9
Candida M. Casey
CRD#: 1556080
Chicago, IL

Candida Casey (CRD# 1556080) is an Investment Advisor Representative working at Northwest Asset Management in Chicago, IL and has over 37 years of experience in the finance industry.

10
Austin B. Cunningham
CRD#: 6388609
7090 Atascadero Ave, Atascadero, CA 93422

Austin Cunningham (CRD# 6388609) is an Investment Advisor Representative working at Northwest Asset Management in Atascadero, CA and has over 9 years of experience in the finance industry. Austin Cunningham 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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