William
Farrell
Northwest Asset Management
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About this Advisor
William Farrell is a certified financial planner working out of Louisville, Kentucky with a total of 2 years of relevant experience. Farrell currently works for Northwest Asset Management. During their career, the advisor has held roles at Ronald Blue & Co and Nwam, LLC Dba Northwest Asset Management. Farrell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kentucky, North Carolina and Washington. Northwest Asset Management is an advisory company based out of Mercer Island, WA. It has offices in 66 locations and a total of 55 employees. It administers $3 billion in assets under management across its 8,627 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 8,627 client accounts, 26% are associated with high-net-worth individuals who have greater than $1 million in assets. Northwest Asset Management provides a wide assortment 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 vary depending on the financial services offered. Fee types billed by Northwest Asset Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
William Farrell Work History
William has been registered as a financial advisor for 2 years.*
Nwam, LLC Dba Northwest Asset Management
Ronald Blue & Co
Ronald Blue & Co
*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 William Farrell 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
Chicago, IL
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
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Mercer Island, 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.
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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.
