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 11 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 18 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 32 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 9 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 5 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 5 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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