Joan
Lintz
Northwest Capital Management Inc
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About this Advisor
Joan Lintz is a certified financial planner who works in Lake Oswego, Oregon with 9 years of relevant experience. Lintz is an employee of Northwest Capital Management Inc. The advisor has gained experience at Mcgee Financial Services, Raymond James Financial Services, Mcgee Wealth Management, Phillips And Company and Heintzberger Payne Advisors. Lintz maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Oregon and Washington. Northwest Capital Management Inc is a financial advisory company operating out of Lake Oswego, OR. It has a total of 17 financial advisors. It handles $6 billion in total assets across its 995 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 995 accounts, 27% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a wide set of services, such as 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 largely depend on which services the firm provides the client. Fee types charged by Northwest Capital Management Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Capital Management Inc Brokerage Details
$5,476,500,419
17
995
$5,504,021
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 been registered as a financial advisor for 9 years.*
Heintzberger Payne Advisors
Phillips And Company
Mcgee Wealth Management
Mcgee Financial Services
Raymond James Financial Services
*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 Joan Lintz 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 Capital Management Inc
Lake Oswego, OR
Lake Oswego, OR
Bellevue, WA
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Seattle, 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.