Austin
Cunningham
Northwest Asset Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Austin Cunningham is a financial advisor working out of Mercer Island, Washington who has 1 year of industry experience. Cunningham is an advisor for Northwest Asset Management. Over the course of their career, they have held roles at Edward Jones, Paragon Restaurant & Bar, Lpl Financial LLC and Nwam, LLC Dba Northwest Asset Management. Cunningham maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Texas and Washington. Northwest Asset Management is a business headquartered in Mercer Island, WA. It has offices in 66 locations and a total of 55 people on staff. It has $3 billion in assets between its 8,627 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 8,627 accounts, 26% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Northwest Asset Management can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northwest Asset Management Brokerage Details
$3,027,418,741
55
8,627
$350,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Austin Cunningham Work History
Austin has been registered as a financial advisor for 1 years.*
Nwam, LLC Dba Northwest Asset Management
Lpl Financial LLC
Edward Jones
Paragon Restaurant & Bar
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northwest Asset Management
Mercer Island, WA
Mercer Island, WA
Chicago, IL
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Black Diamond, WA
Mercer Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
