Shaylee
Edgington

Northwest Asset Management

CRD#7380254
Investment Advisor
in Idaho Falls, ID

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shaylee Edgington is a financial advisor based in Idaho Falls, Idaho, working with Northwest Asset Management. Shaylee has previously held positions at Peach City, Snow College, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Sawyere Cade Monson, and Kyle Burton. Shaylee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Washington. Currently, Shaylee is part of Northwest Asset Management, which operates out of Idaho Falls, Idaho. The firm has 66 offices and 55 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Northwest Asset Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Idaho Falls, ID

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,271,377,063

ID Average: $3,566,627,242
Total Number of Employees

55

ID Average: 46
Total Number of Accounts

8,878

ID Average: 1,499
Average Account Size

$368,481

ID Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Shaylee Edgington Work History

2022 - Present (3 years)

Sawyere Cade Monson

2022 - Present (3 years)

Kyle Burton

2021 - Present (4 years)

Northwestern Mutual Investment Services LLC

2021 - 2022 (1 year)

Northwestern Mutual Life Insurance Company

2019 - 2021 (2 years)

Snow College

2016 - 2019 (3 years)

Peach City

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Shaylee Edgington 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

Mahum Prasad
Mercer Island, WA
Ryan Lindley
Mercer Island, WA
Michael Van Sant
Mercer Island, WA
Candida Casey
Chicago, IL
Jared Fruth
Mercer Island, WA
Sheila Noble
Mercer Island, WA
Douglass Mccrae
Mercer Island, WA
Milan Mcmakin
Mercer Island, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started