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NORTHWEST WEALTH MANAGEMENT, LLC

Tel: 877-207-0994
1607 W. 18th Street
Spencer, Iowa  51301

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NORTHWEST WEALTH MANAGEMENT, LLC

NORTHWEST WEALTH MANAGEMENT, LLC is a Spencer, Iowa based financial advisory firm with nearly $865,221,987 in assets under management and provides investment advisory services for 4063 clients. There are currently 24 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

152816

SEC#:

801-72545

No. of Clients:

4063

Assets under Management

$865,221,987

No. of Advisors:

24

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