RIA Intelligence

Business email

tsilliman@fnbo.comreportedfnbo.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• First National Advisers, LLC mixed wealth current
  since Aug 25, 2022 · Fort Collins, Co
• Northwest Wealth Management, LLC independent RIA
  Apr 25, 2016 to Jan 6, 2017 · Spencer, Ia
• The Way Point Advisory Group LLC unclassified
  Mar 31, 2016 to Dec 31, 2017 · Okoboji, Ia
• Sii Investments, Inc. former
  Oct 1, 2004 to Jan 31, 2013 · Wall Lake, Ia
• LPL Financial LLC BD affiliated
  Jun 20, 2001 to Oct 5, 2004 · Fairmont, Mn

• The Way Point Advisory Group LLC to Northwest Wealth Management, LLC
  left Dec 31, 2017, registered Apr 25, 2016 (-615 days) · Other
• Northwest Wealth Management, LLC to First National Advisers, LLC
  left Jan 6, 2017, registered Aug 25, 2022 (2057 days) · Other
• Sii Investments, Inc. to The Way Point Advisory Group LLC
  left Jan 31, 2013, registered Mar 31, 2016 (1155 days) · Other
• LPL Financial LLC to Sii Investments, Inc.
  left Oct 5, 2004, registered Oct 1, 2004 (-4 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Wealth manager with institutional or fund businessderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address