Advisors at this firm
Kevin B
Series 66
Great Falls, MT
Northwest Investment Advisors, Inc.
Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.
Kenneth K
Series 63, Series 65
Lolo, MT
Northwest Investment Advisors, Inc.
Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.
Sean G
Series 63, Series 65
Missoula, MT
Northwest Investment Advisors, Inc.
Sean Grubb is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Northwest Investment Advisors since 2004. Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis with monthly reviews.
Torrey H
Series 63, Series 65
Missoula, MT
Northwest Investment Advisors, Inc.
Torrey Holmquist is a financial advisor with Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Northwest Investment Advisors since 2008. Outside of his advisory role, Holmquist and his spouse manage a single-family residential rental property. Northwest Investment Advisors provides investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $35.3 million across about 95 clients, tailoring portfolios through fundamental analysis and a mix of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis.
Sandra M
Series 63, Series 65
Duluth, GA
Northwest Investment Advisors, Inc.
Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.