Northwest Wealth Management, LLC

Northwest Wealth Management, LLC (CRD# 152816) is a financial advisory firm headquartered in Spencer, IA. They manage $343,090,795 in 2,807 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    2,807
    ACCOUNTS
  • Average Account Value
    $122,227
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, IA, IN, MN, MO, NE, SD, TX

Financial Advisors at Northwest Wealth Management, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Christopher M. Benda
CRD#: 5039416
5700 University Ave. Ste 100, West Des Moines, IA 50266
93
Wealthminder
score

Christopher Benda (CRD# 5039416) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in West Des Moines, IA and has over 11 years of experience in the finance industry.

2
Jame N. Christiansen
CRD#: 4524360
705 N. Grand Avenue, Spencer, IA 51301
93
Wealthminder
score

Jame Christiansen (CRD# 4524360) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 13 years of experience in the finance industry.

3
Ryan D. Hervey
CRD#: 5205485
5700 University Ave, Suite 100, West Des Moines, IA 50266
93
Wealthminder
score

Ryan Hervey (CRD# 5205485) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in West Des Moines, IA and has over 11 years of experience in the finance industry.

4
Sharon A. Lisac
CRD#: 4521667
705 N. Grand Avenue, Spencer, IA 51301
93
Wealthminder
score

Sharon Lisac (CRD# 4521667) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 15 years of experience in the finance industry.

5
Jacqueline M. Mahoney
CRD#: 5514316
705 N. Grand Avenue, Spencer, IA 51301
93
Wealthminder
score

Jacqueline Mahoney (CRD# 5514316) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 9 years of experience in the finance industry.

6
Ryan P. Mehalovich
CRD#: 5272363
5700 University Ave., West Des Moines, IA 50266
93
Wealthminder
score

Ryan Mehalovich (CRD# 5272363) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in West Des Moines, IA and has over 10 years of experience in the finance industry.

7
Jeffrey D. Ploeger
CRD#: 4177845
46 N. Hwy 71, Arnolds Park, IA 51331
93
Wealthminder
score

Jeffrey Ploeger (CRD# 4177845) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Arnolds Park, IA and has over 17 years of experience in the finance industry.

8
James R. Shoquist
CRD#: 5612546
705 N. Grand Avenue, Spencer, IA 51301
93
Wealthminder
score

James Shoquist (CRD# 5612546) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry.

9
Todd C. Silliman
CRD#: 1820918
705 N. Grand Avenue, Spencer, IA 51301
93
Wealthminder
score

Todd Silliman (CRD# 1820918) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 20 years of experience in the finance industry.

10
Jody L. Stoll
CRD#: 5825170
1802 Okoboji Ave, Milford, IA 51351
93
Wealthminder
score

Jody Stoll (CRD# 5825170) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Milford, IA and has over 6 years 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.