NORTHWEST FINANCIAL SERVICES INC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 106805
- Registered since
- December 29, 1992
- Website
- www.northwestfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.12%
- Individuals15.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northwest Financial Services Inc is an independent registered investment adviser organized as a corporation and owned by an individual principal. The adviser has been SEC-registered since 1992 and serves mainly individual and family clients, as well as small businesses for portfolio management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small-business owners. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. The firm does not describe itself as an active ESG investor, multi-state adviser, pension consultant, related adviser, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1AARON PETTERSEN
Owner and Chief Investment OfficerCRD 3099298
Contacts
3 of 8Molly O'Shea
Administrative AssistantCRD 7605321
Sarah Austin
Financial PlannerCRD 6636294
HOLLY WHARTON
Financial Planner AssistantCRD 5402724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 9333 N Meridian St
- Time zone
- ET (UTC-5)
- Office locations
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