NORTHWEST FINANCIAL ADVISORS LLC
SEC RegisteredPARTNERING AND PLANNING WITH PURPOSE.
About the firm
Todd Holden is a Wealth Advisor for Northwest Financial Advisors through his affiliation with LPL Financial, the nation's largest independent broker-dealer. He provides a comprehensive range of financial and investment planning, with a particular focus in retirement income planning, tax efficiency and multi-generational wealth planning. Todd has 30 years of industry experience, having entered the financial services industry at Merrill Lynch in 1987.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive range of financial and investment planning, with a particular focus in retirement income planning, tax efficiency, and multi-generational wealth planning. Securities offered through LPL Financial; insurance products offered through LPL or its licensed affiliates.
Who they serve
New clients by referral only; clients familiar with federal retirement benefits including the Thrift Savings Plan (TSP), and clients from credit union affiliations such as Belvoir FCU (now PenFed) and Library of Congress FCU.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,582 | $556M |
| High Net Worth Individuals | 326 | $656M |
| Charitable Organizations | 1 | $2.2M |
| State/Municipal Entities | 4 | — |
607 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. NORTHWEST FINANCIAL ADVISORS LLC 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 the SEC or FINRA websites before making any decision.