Advisor at Northwest Wealth Management, LLC
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
Northwest Wealth Management, LLC
Location
Spencer, IA 51301
Credentials
Series 63, Series 66
Industry experience
19 years
Fixed fees for financial planning or counseling projects, payable half at commencement and half upon delivery/completion.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
Minimum fee: Minimum quarterly fee of $250 for Wealth Management Services Fee-only: Fixed fees charged on a per project basis for Counseling and Financial Planning services; fees determined by complexity and time required, disclosed prior to contract signing.
Northwest Wealth Management Llc
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Milford, IA
Edward Jones
Series 66
Spencer, IA
Edward Jones
Series 63, Series 66
Spencer, IA
Northwest Wealth Management, LLC
Series 65
Spencer, IA
Northwest Wealth Management, LLC
Series 65
Spencer, IA
Northwest Wealth Management, LLC
CFP®, Series 65
Spencer, IA
Northwest Wealth Management, LLC
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