Vice President · Northwest Wealth Management, LLC
Gregory A Post
CRD 7350253 · Named on Form ADV at one SEC-registered adviser
At a glance
Northwest Wealth Management, LLC, an SEC-registered wealth manager based in Spencer, IA with $1.0 billion in regulatory assets, lists Gregory A Post on its Form ADV as Vice President, a control person.
Firms and roles
- Northwest Wealth Management, LLCVice PresidentWealth manager · Spencer, IA · $1.0B in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Cornelius B. Conover IVSecretary-Treasurer, Northwest Wealth Management, LLC
- Eric J. Van Der HeidePresident, Chief Operating Officer, Chief Compliance Officer, Northwest Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.