Northwest Wealth Management, LLC
Northwest Wealth Management, LLC (CRD# 152816) is a financial advisory firm headquartered in Spencer, IA. They manage $605,383,311 in 3,656 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management605MILLION
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Total Number of Accounts3,656ACCOUNTS
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Average Account Value$165,586
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI
Zachary Clark (CRD# 6804323) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Fort Dodge, IA and has over 6 years of experience in the finance industry.
Danielle Doran (CRD# 6437382) 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.
Lance Evans (CRD# 4433785) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 22 years of experience in the finance industry.
Nicole Evans (CRD# 6255480) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Arnolds Park, IA and has over 9 years of experience in the finance industry.
Kevin Frette (CRD# 5904204) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 12 years of experience in the finance industry.
Katy Guinn (CRD# 6738576) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 6 years of experience in the finance industry.
Dean Jacobsen (CRD# 6429693) 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. Dean Jacobsen 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.
Alex Johnson (CRD# 5874851) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 11 years of experience in the finance industry. Alex Johnson 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.
Joni Kellen (CRD# 6435440) 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. Joni Kellen 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.
Sharon Lisac (CRD# 4521667) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 21 years of experience in the finance industry.