Northwest Capital Management Inc
About this Advisor
Joan Lintz is a certified financial planner who is based in Portland, Oregon. Currently a registered investment advisor with Northwest Capital Management Inc, Lintz has 11 years of professional experience as an investment advisor. Lintz holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Lintz is registered to serve clients in Arizona, California, Oregon and Washington. Lintz has gained experience at Mcgee Financial Services, Raymond James Financial Services, Mcgee Wealth Management, Phillips And Company and Heintzberger Payne Advisors. Northwest Capital Management Inc is based out of Portland, Oregon. As an advisor firm, Northwest Capital Management Inc manages $4 billion in assets throughout 1,133 accounts and employs 15 staff members. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 942 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Northwest Capital Management Inc offers 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. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northwest Capital Management Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Joan Lintz Work History
Joan has 11 years of experience.
Heintzberger Payne Advisors
Phillips And Company
Mcgee Wealth Management
Mcgee Financial Services
Raymond James Financial Services
Joan Lintz has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northwest Capital Management Inc