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).
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Total Assets Under Management718MILLION
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Total Number of Accounts3,817ACCOUNTS
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Average Account Value$188,044
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.