Carl
Schopfer

Northwest Capital Management Inc

CRD#4482771
Investment Advisor
in Portland, OR

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About this Advisor

Carl Schopfer is a certified financial planner operating out of Portland, Oregon, who has been in the advisory business for 12 years. Schopfer is on the advisory team at Northwest Capital Management Inc. Their career trajectory has included roles at Raymond James Financial Services Advisors, Inc, Md Helicopters and Schopfer Financial. Schopfer maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Arizona and Oregon. Northwest Capital Management Inc is a company headquartered in Portland, Oregon. The investment advisory business has a total of 15 advisors. It manages $4 billion in assets under management across its 1,133 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 1,133 accounts, 32% are associated with high-net-worth investors who have at least $1 million in investable assets. Northwest Capital Management Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Northwest Capital Management Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

13333 Sw 68Th Pkwy Suite 230
Portland, OR 97223

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Northwest Capital Management Inc Brokerage Details

Total Assets Under Management

$3,976,185,988

OR Average: $1,120,203,312
Total Number of Employees

15

OR Average: 50
Total Number of Accounts

1,133

OR Average: 1,309
Average Account Size

$3,509,432

OR Average: $855,770

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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
  • Educational seminars/workshops

Carl Schopfer Work History

Carl has 12 years of experience.

2019 - 2019 (< 1 year)

Raymond James Financial Services Advisors, Inc

2014 - 2019 (5 years)

Schopfer Financial

2008 - 2014 (6 years)

Md Helicopters

Disclosures

Carl Schopfer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Capital Management Inc

Christopher Martin
Portland, OR
Joan Lintz
Portland, OR
Carl Schopfer
Portland, OR
Christopher Haddon
Portland, OR
Ian Pileggi
Portland, OR
Brent Petty
Portland, OR
Scott Rhodes
Seattle, WA
Frederick Payne
Portland, OR

This content was compiled from the SEC and FINRA.

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