Northwest Wealth Management, LLC

Northwest Wealth Management, LLC (CRD# 152816) is a financial advisory firm headquartered in Spencer, IA. They manage $717,763,545 in 3,817 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    718
    MILLION
  • Total Number of Accounts
    3,817
    ACCOUNTS
  • Average Account Value
    $188,044
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI

Financial Advisors at Northwest Wealth Management, LLC
Showing 11 - 19 of 19 top financial advisors.
11
Rebecca C. McGinnis
CRD#: 5638281
111 Central Avenue, Le Mars, IA 51031

Rebecca McGinnis (CRD# 5638281) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Le Mars, IA and has over 7 years of experience in the finance industry.

12
Jeffrey D. Ploeger
CRD#: 4177845
1008 18th Street, Spirit Lake, IA 51360

Jeffrey Ploeger (CRD# 4177845) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.

13
Connie J. Schmidt
CRD#: 2515285
1607 W. 18th Street, Spencer, IA 51301

Connie Schmidt (CRD# 2515285) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 29 years of experience in the finance industry.

14
James R. Shoquist
CRD#: 5612546
1607 W. 18th Street, Spencer, IA 51301

James Shoquist (CRD# 5612546) 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.

15
Andrea A. Stone
CRD#: 6437412
14320 Arbor St, Omaha, NE 68144

Andrea Stone (CRD# 6437412) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

16
Eric J. Van Der Heide
CRD#: 6511174
1607 W. 18th Street, Spencer, IA 51301

Eric Van Der Heide (CRD# 6511174) 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.

17
Jason B. Vande Brake
CRD#: 5377918
1607 W. 18th Street, Spencer, IA 51301

Jason Vande Brake (CRD# 5377918) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 16 years of experience in the finance industry.

18
Bryson R. Duncan
CRD#: 7424046
1607 W. 18th Street, Spencer, IA 51301

Bryson Duncan (CRD# 7424046) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 2 years of experience in the finance industry.

19
Dayne R. Lawyer
CRD#: 7455850
1607 W. 18th Street, Spencer, IA 51301

Dayne Lawyer (CRD# 7455850) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 2 years of experience in the finance industry.

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