Financial ADVSR advisor directory · SEC adviser records
Northwest Financial Services Inc. financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Northwest Financial Services Inc. office in Indianapolis, A to Z.
The short answer
8 registered advisors work at Northwest Financial Services Inc. in Indianapolis, out of 8 at the firm nationwide; it ranks number 42 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Northwest Financial Services Inc. advisors in Indianapolis, A to Z
Every Northwest Financial Services Inc. advisor →- Thomas D. GrossCertified Financial Planner
- Rachel L. LemanCertified Financial Planner
- Molly O'SheaInvestment adviser rep
- Aaron J. PettersenCertified Financial Planner
- Brady G. WebsterInvestment adviser rep
- Holly M. WhartonCertified Financial Planner
- Dexter A. WhiteInvestment adviser rep
- Matthew C. YeiterCertified Financial Planner
Northwest Financial Services Inc. advisors in every city and state →Northwest Financial Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Indianapolis
All Indianapolis advisors →Schwab Wealth Advisory, Inc. 160Charles Schwab & Co., Inc. 158Oneamerica Securities, Inc. 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 99Ameriprise Financial Services, LLC 67MML Investors Services, LLC 62J.P. Morgan Securities LLC 55LPL Enterprise, LLC 51Cetera Investment Advisers LLC 49Thurston Springer Advisors 48Stifel, Nicolaus & Company, Incorporated 44
Questions
How many financial advisors does Northwest Financial Services Inc. have in Indianapolis?
8 investment adviser representatives are registered at Northwest Financial Services Inc. offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Northwest Financial Services Inc. one of the largest advisor employers in Indianapolis?
Northwest Financial Services Inc. ranks number 42 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.
How do I check a Northwest Financial Services Inc. advisor in Indianapolis?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.