Northwest Financial Services Inc.

Northwest Financial Services Inc. (CRD# 106805) is a financial advisory firm headquartered in Indianapolis, IN. They manage $414,469,502 in 375 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $1,105,252
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IN, MI, NC, OH, TN, TX

Financial Advisors at Northwest Financial Services Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Sarah E. Austin
CRD#: 6636294
9333 N Meridian St Ste 300, Indianapolis, IN 46260

Sarah Austin (CRD# 6636294) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry.

2
Thomas D. Gross
CRD#: 5975414
9333 N Meridian St, Ste 300, Indianapolis, IN 46260

Thomas Gross (CRD# 5975414) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 12 years of experience in the finance industry.

3
Rachel L. Leman
CRD#: 6844374
9333 N Meridian St Ste 300, Indianapolis, IN 46260

Rachel Leman (CRD# 6844374) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Aaron J. Pettersen
CRD#: 3099298
9333 N. Meridian St., Suite 300, Indianapolis, IN 46260

Aaron Pettersen (CRD# 3099298) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 25 years of experience in the finance industry.

5
Matthew C. Yeiter
CRD#: 5795570
9333 N Meridian St, Ste 300, Indianapolis, IN 46260

Matthew Yeiter (CRD# 5795570) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 12 years of experience in the finance industry.

6
Molly O'shea
CRD#: 7605321
9333 N Meridian St, Ste 300, Indianapolis, IN 46260

Molly O'shea (CRD# 7605321) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

7
Brady G. Webster
CRD#: 7234328
9333 N Meridian St, Ste 300, Indianapolis, IN 46260

Brady Webster (CRD# 7234328) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.

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