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 1 - 10 of 19 top financial advisors.
1
Zachary S. Clark
CRD#: 6804323
10 N. 29th St., Fort Dodge, IA 50501

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.

2
Danielle M. Doran
CRD#: 6437382
1607 W. 18th Street, Spencer, IA 51301

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.

3
Lance B. Evans
CRD#: 4433785
1607 W. 18th Street, Spencer, IA 51301

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.

4
Nicole C. Evans
CRD#: 6255480
46 N Hwy 71, Arnolds Park, IA 51331

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.

5
Kevin Frette
CRD#: 5904204
1607 W. 18th Street, Spencer, IA 51301

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.

6
Katy L. Guinn
CRD#: 6738576
1607 W. 18th Street, Spencer, IA 51301

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.

7
Dean M. Jacobsen
CRD#: 6429693
1607 W. 18th Street, Spencer, IA 51301

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.

8
Alex C. Johnson
CRD#: 5874851
1607 W. 18th Street, Spencer, IA 51301

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.

9
Joni K. Kellen
CRD#: 6435440
1607 W. 18th Street, Spencer, IA 51301

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.

10
Sharon A. Lisac
CRD#: 4521667
1607 W. 18th Street, Spencer, IA 51301

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.

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