Northwest Wealth Management, LLC is a highly reputable investment advisory firm headquartered in Spencer, IA. With a total of 25 skilled professionals, 17 of whom specialize in providing comprehensive investment advisory services, the firm demonstrates a commitment to delivering exceptional financial solutions. Leveraging their extensive expertise, Northwest Wealth Management manages an impressive average of $816,300,000 in assets under management per investment advisor, surpassing industry standards.
The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. Northwest Wealth Management proudly serves a substantial client base, catering to over 1,750 individuals and managing an impressive $605,383,000 in assets. Notably, approximately half of their managed assets originate from employer 401Ks and individuals, showcasing their extensive experience and success in this area.
As a local investment advisory firm, Northwest Wealth Management operates across 11 offices, ensuring convenient accessibility for their clients. The firm is characterized by its distinguished team, including Jason Vande Brake, Lance Evans, and Sharon Lisac, who boast remarkable tenures within the company. These seasoned advisors contribute to the firm's established reputation and expertise in delivering outstanding financial guidance.
In addition to their investment advisory services, Northwest Wealth Management expands their offerings to include insurance brokerage services. The firm's commitment to providing comprehensive financial solutions, combined with their discretionary management of 100% of the assets they oversee, underscores their dedication to helping clients achieve their financial goals effectively. Northwest Wealth Management, LLC is synonymous with excellence, professionalism, and a client-centered approach, making them a leading choice in the industry.