Connie
Schmidt
Northwest Wealth Management, LLC
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About this Advisor
Connie Schmidt is a financial advisor based in Spencer, Iowa, working with Northwest Wealth Management, LLC. Connie has previously held positions at Northwest Wealth Management, LLC and Northwest Bank. Connie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Connie is part of Northwest Wealth Management, LLC, which operates out of Spencer, Iowa. The firm has 10 offices and 24 employees. The firm manages assets totaling $717.8 million 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Northwest Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Wealth Management, LLC Brokerage Details
$717,763,545
24
3,817
$188,044
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Connie Schmidt Work History
Northwest Wealth Management, LLC
Northwest Bank
Disclosures
Please visit the SEC profile of Connie Schmidt 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 Wealth Management, LLC
Spencer, IA
Spencer, IA
Spencer, IA
Fort Dodge, IA
Spencer, IA
Le Mars, IA
Spirit Lake, IA
Spencer, IA
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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