Northwest Investment Counselors

Northwest Investment Counselors (CRD# 107953) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $283,722,000 in 650 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $436,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, OR, TX, WA

Financial Advisors at Northwest Investment Counselors
Showing 1 - 6 of 6 top financial advisors.
1
Alexander P. Dolle
CRD#: 6324087
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
103
Wealthminder
score

Alexander Dolle (CRD# 6324087) is a Fixed Income Portfolio Manager working at Northwest Investment Counselors in Lake Oswego, OR and has 10 years of experience in the finance industry.

2
Matthew J. Roehr
CRD#: 1882121
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
103
Wealthminder
score

Matthew Roehr (CRD# 1882121) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has 20 year of experience in the finance industry.

 

Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.

3
Michelle C. Garcia
CRD#: 4180941
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
100
Wealthminder
score

Michelle Garcia (CRD# 4180941) is a Partner and Wealth Manager with Northwest Investment Counselors, LLC in Lake Oswego, Oregon.  A 27-year industry veteran, she is responsible for working with clients (high net worth individuals, foundations and endowments) on developing and implementing financial plans.  Her specific areas of focus include investment management, trust and estate planning, and wealth structuring.

 

She earned a Bachelor’s degree in Rhetoric and Communications from the University of Oregon and graduated from Cannon Personal Trust School at Boston University. She holds the Series 7 and the Series 66 Investment Securities Licenses. 

4
Christel P. Turkiewicz
CRD#: 2941748
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
100
Wealthminder
score

Christel Turkiewicz (CRD# 2941748) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has over 20 years of experience in the finance industry including Portfolio Management and ownership of an Investment Education company. Christel holds her Series 65 Securities License as well as a Charterred Retirement Planning Counselor Designation and a Certified Divorce Financial Planning Designation. She earned her MBA in Finance from the University of Oregon and her BS in Accounting from the University of Colorado. She is active in the community volunteering for Financial Beginnings and is on the Finance Committe for Holy Family School Advisory Council as well as the Holy Family School Endowment Committee.

5
Mark E. Scarlett
CRD#: 2297164
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
93
Wealthminder
score

Mark Scarlett (CRD# 2297164) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has over 22 years of experience in the finance industry.

6
Cheyne B. Sorensen
CRD#: 5845582
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
93
Wealthminder
score

Cheyne Sorensen (CRD# 5845582) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has over 6 years of experience in the finance industry.

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