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).
-
Total Assets Under Management3,027MILLION
-
Total Number of Accounts8,627ACCOUNTS
-
Average Account Value$350,924
- 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
- Pension consulting services
- Educational seminars/workshops
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.