Northwest Wealth Management, LLC

CRD 152816 · Spencer, IA · $1.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152816
SEC number: 801-72545
Firm type: RIA
Assets under management: $1.0B as of Mar 12, 2026
Website: www.linkedin.com/COMPANY/16225959 ↗
Phone: 877-207-0994
Address: 1607 W. 18th Street, Spencer, IA, 51301

Advisors at this firm

20 in our index · page 1 of 1

Danielle Marie BrinkCRD 6437382 · Spencer, IA

IA Registered
Jared Todd BarnettCRD 8080136 · West Des Moines, IA

IA Registered
Zachary Scott ClarkCRD 6804323 · Fort Dodge, IA

IA Registered
Bryson Richard DuncanCRD 7424046 · Spirit Lake, IA

IA Registered
Lance Bartley EvansCRD 4433785 · Spirit Lake, IA

IA Registered

Disclosure event(s) on record
Nicole Chantel EvansCRD 6255480 · Arnolds Park, IA

IA Registered
Katy Laura GuinnCRD 6738576 · Spencer, IA

IA Registered
Garrett William HeaterCRD 7863486 · Spencer, IA

IA Registered
Dean M JacobsenCRD 6429693 · Spencer, IA

IA Registered
Alex Curtis JohnsonCRD 5874851 · Spencer, IA

IA RegisteredRegistration inactive
Joni Kaye KellenCRD 6435440 · Ames, IA

IA RegisteredRegistration inactive
Sharon Ann LisacCRD 4521667 · West Des Moines, IA

IA Registered
Rebecca C McginnisCRD 5638281 · Lemars, IA

IA Registered
Jodi L MinardCRD 8028881 · West Des Moines, IA

IA Registered
Jeffrey Dean PloegerCRD 4177845 · Spirit Lake, IA

IA Registered
Connie Jean SchmidtCRD 2515285 · Sioux City, IA

IA Registered
James Robert ShoquistCRD 5612546 · Omaha, NE

IA Registered
Michael James StoreyCRD 7979119 · Sioux Center, IA

IA Registered
Eric Joel Van Der HeideCRD 6511174 · Spencer, IA

IA Registered
Jason Brent Vande BrakeCRD 5377918 · Le Mars, IA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.