William
Farrell

Northwest Asset Management

CRD#4409922
Investment Advisor
in Louisville, KY

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About this Advisor

William Farrell is a certified financial planner operating out of Louisville, Kentucky, who has been in the financial industry for 11 years. Farrell is on the advisory team at Northwest Asset Management. The advisor has gained experience at Ronald Blue & Co and Nwam, LLC Dba Northwest Asset Management. Farrell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky and Washington. Northwest Asset Management is a financial advisory business headquartered in Louisville, Kentucky. The investment advisory business has offices in 34 locations and a total of 53 employees. It has $3 billion in assets among its 8,139 accounts, placing it among the largest firms in the country by assets under management. The firm serves six charities and foundations. Of its 8,139 customer accounts, 28% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Northwest Asset Management can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Louisville, KY

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,232,723,892

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

53

KY Average: 46
Total Number of Accounts

8,139

KY Average: 1,499
Average Account Size

$397,189

KY Average: $2,379,338

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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 11 years of experience.

2021 - Present (2 years)

Nwam, LLC Dba Northwest Asset Management

2015 - 2021 (6 years)

Ronald Blue & Co

2011 - 2015 (4 years)

Ronald Blue & Co

Disclosures

William Farrell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Asset Management

Joseph Peters
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Loren Deshon
Mercer Island, WA
Bradley Sayre
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Paul Orlino
Centennial, CO
Matthew Loreen
Mercer Island, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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