Investment adviser representative · Northwest Wealth Management, LLC
Wendy S. Stenberg
CRD 2969805 · Ankeny, IA
At a glance
Wendy S. Stenberg is an investment adviser representative with Northwest Wealth Management, LLC in Ankeny, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wendy’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Northwest Wealth Management, LLCSince October 2026Ankeny, IA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wendy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.