Joan
Lintz

Northwest Capital Management Inc

CRD#4626155
Investment Advisor
in Portland, OR

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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

Series 66, Certified Financial Planner

Years of Experience

11 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

Joan Lintz Work History

Joan has 11 years of experience.

2014 - Present (7 years)

Heintzberger Payne Advisors

2013 - 2014 (1 year)

Phillips And Company

2012 - 2013 (1 year)

Mcgee Wealth Management

2009 - 2013 (4 years)

Mcgee Financial Services

2009 - 2013 (4 years)

Raymond James Financial Services

Disclosures

Joan Lintz 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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