Jodi L Minard
Investment Adviser Representative at Northwest Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jodi L. Minard is an investment adviser representative with Northwest Wealth Management, LLC in West Des Moines, IA, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwest Wealth Management, LLCSep 2025 – no end date reportedSpencer, IA
- Northwest BankMar 2025 – no end date reportedWest Des Moines, IA
- JPMM, LLCMay 2010 – no end date reportedWest Des Moines, IA
- Heartland Bank & TrustJul 2022 – Aug 2024Waterloo, IA
- Prestige Quality Dry CleaningJan 1997 – Jan 2019Waterloo, IA
- Lonseal, Inc.Jul 2014 – Apr 2022Carson, CA
- ParterreJul 2014 – Apr 2022Boston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Northwest Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- Next $500,0000.90%
- Next $1,000,0000.80%
- Next $1,000,0000.70%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Spencer, IA
- SEC file number:
- 801-72545
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Northwest Wealth Management, LLC
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jodi L Minard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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