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
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 9 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 10 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 9 years of experience in the finance industry.
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.
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.
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.