Financial ADVSR advisor directory · SEC adviser records
Northwest Wealth Management, LLC financial advisors in Spencer, IA
Every SEC-registered investment adviser representative at a Northwest Wealth Management, LLC office in Spencer, A to Z.
The short answer
11 registered advisors work at Northwest Wealth Management, LLC in Spencer, out of 18 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Northwest Wealth Management, LLC advisors in Spencer, A to Z
Every Northwest Wealth Management, LLC advisor →- Danielle M. BrinkInvestment adviser rep
- Bryson R. DuncanCertified Financial Planner
- Lance B. EvansInvestment adviser rep
- Garrett W. HeaterCertified Financial Planner
- Dean M. JacobsenCertified Financial Planner
- Jed L. JensenInvestment adviser rep
- Alex C. JohnsonCertified Financial Planner
- Joni K. KellenCertified Financial Planner
- Connie J. SchmidtInvestment adviser rep
- James R. ShoquistCertified Financial Planner
- Jason B. Vande BrakeInvestment adviser rep
Northwest Wealth Management, LLC advisors in every city and state →Northwest Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Northwest Wealth Management, LLC advisors in other cities
West Des Moines, IA 2Ankeny, IA 1Arnolds Park, IA 1Fort Dodge, IA 1Lemars, IA 1Sioux Center, IA 1
Other firms in Spencer
All Spencer advisors →LPL Financial LLC 4Edward Jones 3Thrivent Investment Management Inc. 3
Questions
How many financial advisors does Northwest Wealth Management, LLC have in Spencer?
11 investment adviser representatives are registered at Northwest Wealth Management, LLC offices in Spencer, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Northwest Wealth Management, LLC one of the largest advisor employers in Spencer?
Northwest Wealth Management, LLC ranks number 1 in Spencer by registered advisors, ahead of LPL Financial LLC (4).
How do I check a Northwest Wealth Management, LLC advisor in Spencer?
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 Wealth Management, LLC 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.