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 31 - 40 of 51 top financial advisors.
31
Suzette M. Rothberg
CRD#: 1994459
127 Bridge Avenue East, Suite 220, Delano, MN 55328

Suzette Rothberg (CRD# 1994459) is an Investment Advisor Representative working at Northwest Asset Management in Delano, MN and has over 33 years of experience in the finance industry.

32
Ryan J. Rourke
CRD#: 6060980
Mercer Island, WA

Ryan Rourke (CRD# 6060980) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 9 years of experience in the finance industry.

33
David L. Schaen
CRD#: 4550696
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

David Schaen (CRD# 4550696) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 6 years of experience in the finance industry.

34
Joseph M. Schreiber
CRD#: 2313203
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Joseph Schreiber (CRD# 2313203) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 31 years of experience in the finance industry.

35
Gabriella Sheffield
CRD#: 5409494
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Gabriella Sheffield (CRD# 5409494) 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.

36
Teresa L. Starman
CRD#: 1345385
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Teresa Starman (CRD# 1345385) 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.

37
Matthew D. Stelmas
CRD#: 3013297
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

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. 

38
James B. Tilton
CRD#: 4873827
4015 South Mcclintock Drive, Suite 105, Tempe, AZ 85282

James Tilton (CRD# 4873827) is an Investment Advisor Representative working at Northwest Asset Management in Tempe, AZ and has over 18 years of experience in the finance industry.

39
Leonard A. Van Dorp
CRD#: 5482217
Issaquah, WA

Leonard Van Dorp (CRD# 5482217) is an Investment Advisor Representative working at Northwest Asset Management in Issaquah, WA and has over 15 years of experience in the finance industry.

40
Michael S. Van Sant
CRD#: 2683791
2835 82nd Avenue Se, Ste 100, Mercer Island, WA 98040

Michael Van Sant (CRD# 2683791) 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.

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