Northwest Financial Services Inc.

Northwest Financial Services Inc. (CRD# 106805) is a financial advisory firm headquartered in Indianapolis, IN. They manage $255,149,905 in 335 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $761,642
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
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.

AZ, CA, GA, IN, NE, OH, TX

Financial Advisors at Northwest Financial Services Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Stephen C. Link
CRD#: 5023221
9333 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Stephen Link (CRD# 5023221) 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. Stephen Link 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
Aaron J. Pettersen
CRD#: 3099298
9333 N. Meridian St., Suite 300, Indianapolis, IN 46260
96
Wealthminder
score

Aaron Pettersen (CRD# 3099298) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. Aaron Pettersen 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
William L. Reno
CRD#: 1305665
9333 N. Meridian St., Suite 300, Indianapolis, IN 46260
96
Wealthminder
score

William Reno (CRD# 1305665) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 33 years of experience in the finance industry. William Reno 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
Holly M. Wharton
CRD#: 5402724
9333 N Meridian St, Ste 300, Indianapolis, IN 46260
96
Wealthminder
score

Holly Wharton (CRD# 5402724) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 10 years of experience in the finance industry. Holly Wharton 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
Thomas D. Gross
CRD#: 5975414
9333 N Meridian St, Ste 300, Indianapolis, IN 46260
93
Wealthminder
score

Thomas Gross (CRD# 5975414) 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. Thomas Gross 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
Matthew C. Yeiter
CRD#: 5795570
9333 N Meridian St, Ste 300, Indianapolis, IN 46260
93
Wealthminder
score

Matthew Yeiter (CRD# 5795570) 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. Matthew Yeiter 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
Sarah E. Howland
CRD#: 6636294
9333 N Meridian St Ste 300, Indianapolis, IN 46260
90
Wealthminder
score

Sarah Howland (CRD# 6636294) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

8
Treavor A. Dodsworth
CRD#: 6586733
9333 N Meridian St Ste 300, Indianapolis, IN 46260
87
Wealthminder
score

Treavor Dodsworth (CRD# 6586733) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.