NORTHWEST FINANCIAL SERVICES INC
SEC RegisteredProviding Financial Direction
About the firm
Northwest Financial Services assists clients in achieving their financial goals through comprehensive, objective advice for over 30 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, objective financial advice
Who they serve
Clients seeking to achieve their financial goals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 208 | $101M |
| High Net Worth Individuals | 169 | $534M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.90% |
| $2,000,000 to $5,000,000 | 0.70% |
| $5,000,000 to $20,000,000 | 0.50% |
| $20,000,000 and up | 0.30% |
Data as of March 18, 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 SERVICES INC 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.