Advisor at Wealth Management Northwest, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management Northwest, Inc.
Location
Pasco, WA
Credentials
Series 63, Series 65
Industry experience
7 years
Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.
Based on Wealth Management Northwest, Inc.
Based on Wealth Management Northwest, Inc.
Flat fees for financial planning and consulting services, negotiated based on scope; consulting fees paid in full in advance.
Up to 1% (maximum fee)
Account minimum: $50,000 Fee-only: Flat fee for financial planning services initially based on $125 per hour times estimated hours; ongoing annual financial planning fee equal to half of the first annual fee, charged semi-annually.
Pasco, WA
Oregon · Washington
Wealth Management Northwest, Inc.
2019 - Present (7 years)
The Prudential Insurance Company of America
2018 - 2019 (1 year)
Pruco Securities, LLC
2018 - 2019 (1 year)
N/a
2017 - 2018 (1 year)
Private Advisory Group
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Kennewick, WA
ERA Capital Management LLC
CFP®, ChFC®, Series 63
Pasco, WA
Mitz Wealth Management, LLC
CFP®
Pasco, WA
Avea Financial Planning, LLC
CFP®, Series 63, Series 65
Richland, WA
MCM Advisory, LLC
CFP®, Series 66
Kennewick, WA
Monson Wealth Management, Inc.
Series 65
Kennewick, WA
DeLeon Wealth LLC
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