Financial ADVSR advisor directory · SEC adviser records
Northwest Financial Services Inc. financial advisors in Indiana
Every SEC-registered investment adviser representative at a Northwest Financial Services Inc. office in Indiana, by city and A to Z.
The short answer
8 registered advisors work at Northwest Financial Services Inc. in Indiana, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Indianapolis (8). 5 list the CFP designation and 0 are also registered broker representatives.
Northwest Financial Services Inc. advisors by city in Indiana
Every firm in Indiana →Northwest Financial Services Inc. advisors in Indiana, A to Z
Search by name →- Thomas D. GrossIndianapolis · Certified Financial Planner
- Rachel L. LemanIndianapolis · Certified Financial Planner
- Molly O'SheaIndianapolis
- Aaron J. PettersenIndianapolis · Certified Financial Planner
- Brady G. WebsterIndianapolis
- Holly M. WhartonIndianapolis · Certified Financial Planner
- Dexter A. WhiteIndianapolis
- Matthew C. YeiterIndianapolis · Certified Financial Planner
Northwest Financial Services Inc. advisors in every state →Northwest Financial Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Northwest Financial Services Inc. financial advisors are in Indiana?
8 investment adviser representatives are registered at Northwest Financial Services Inc. offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Northwest Financial Services Inc. have the most advisors?
Indianapolis, with 8. Northwest Financial Services Inc. has advisors in 1 city in Indiana.
How do I check a Northwest Financial Services Inc. advisor in Indiana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Northwest Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.