Brady
Webster

Northwest Financial Services Inc

CRD#7234328
Investment Advisor
in Indianapolis, IN

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About this Advisor

Brady Webster is a financial advisor based in Indianapolis, Indiana, working with Northwest Financial Services Inc. Brady has previously held positions at Northwest Financial Services, Probo Medical, Bkd Llp, and Indiana University - Purdue University Indianapolis. Brady has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Brady is part of Northwest Financial Services Inc, which operates out of Indianapolis, Indiana. The firm has 9 employees and manages assets totaling $486.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Northwest Financial Services Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9333 N Meridian St Ste 300
Indianapolis, IN 46260

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Northwest Financial Services Inc Brokerage Details

Total Assets Under Management

$486,821,348

IN Average: $1,347,246,178
Total Number of Employees

9

IN Average: 46
Total Number of Accounts

450

IN Average: 1,775
Average Account Size

$1,081,825

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brady Webster Work History

2020 - Present (4 years)

Northwest Financial Services

2016 - 2019 (3 years)

Probo Medical

2015 - 2016 (1 year)

Bkd Llp

2014 - 2014 (< 1 year)

Indiana University - Purdue University Indianapolis

Disclosures

Please visit the SEC profile of Brady Webster 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 Financial Services Inc

Brady Webster
Indianapolis, IN
Rachel Leman
Indianapolis, IN
Molly O'Shea
Indianapolis, IN
Sarah Austin
Indianapolis, IN
Thomas Gross
Indianapolis, IN
Matthew Yeiter
Indianapolis, IN
Aaron Pettersen
Indianapolis, IN

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.

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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.

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