President · Northwest Financial Services Inc
Matthew C. Yeiter
CRD 5795570 · Named on Form ADV at one SEC-registered adviser
At a glance
Northwest Financial Services Inc, an SEC-registered wealth manager based in Indianapolis, IN with $635 million in regulatory assets, lists Matthew C. Yeiter on its Form ADV as President, a control person.
Firms and roles
- Northwest Financial Services IncPresidentWealth manager · Indianapolis, IN · $635M in regulatory assets
AtlasMembers
Matthew’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
- Thomas D. GrossVice President, Northwest Financial Services Inc
- Aaron J. PettersenChief Compliance Officer, Chief Investment Officer, and Secretary, Northwest Financial Services Inc
- Sarah E AustinIar, Northwest Financial Services Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.