Advisors

Advisors registered through Northwest Asset Management

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Teresa Lynn Starman
Certified Financial Planner
Northwest Asset Management independent RIAMercer Island, Wa Jun 4, 201829 y22
Matthew David Stelmas
Certified Financial Planner
Northwest Asset Management independent RIATempleton, Ca Jan 31, 201728 y23
Haleigh Paige Thompson
Northwest Asset Management independent RIAMercer Island, Wa Aug 28, 202514 y11
R••••• E•••• T•••••
Certified Financial Planner, Chartered Financial Analyst
N•••••••• A•••• M••••••••• independent RIASammamish, Wa Sep 5, 202431 y41
L•••••• A•••••• V•• D•••
N•••••••• A•••• M••••••••• independent RIAMercer Island, Wa Mar 22, 201918 y21
M•••••• S•••• V•• S•••
Certified Financial Planner
N•••••••• A•••• M••••••••• independent RIAMercer Island, Wa May 10, 202230 y61
D••••• L••• V•••••••••
N•••••••• A•••• M••••••••• independent RIASouthlake, Tx Apr 2, 202628 y32
A•••• V•••
N•••••••• A•••• M••••••••• independent RIASilverdale, Wa Apr 28, 202611 y01
J••• W•••••• W•••
N•••••••• A•••• M••••••••• independent RIABelfair, Wa Jun 6, 201238 y24
T••••• D•••• W••••••••
Chartered Financial Analyst
N•••••••• A•••• M••••••••• independent RIAHuntington Beach, Ca May 13, 201914 y01
D•••• R•• W•••••
N•••••••• A•••• M••••••••• independent RIAPearland, Tx Oct 8, 202019 y41
W•••••• H• Z•••• J••
N•••••••• A•••• M••••••••• independent RIARedmond, Wa Mar 16, 201041 y23

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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62 advisors match.