Mark
Renard
Northwest Asset Management
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About this Advisor
Mark Renard is a financial advisor based in Lake Oswego, Oregon, working with Northwest Asset Management. Mark has previously held positions at Johnstone Financial Advisors, Inc, Miracle Mile Advisors, LLC, Purshe Kaplan Sterling Investments, Nwam, LLC Dba Northwest Asset Management, Cantella & Co., Inc, Johnstone Brokerage Services, LLC, and Wells Fargo Advisors Financial Network, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Louisiana, Oregon, Texas, and Washington. Currently, Mark is part of Northwest Asset Management, which operates out of Lake Oswego, Oregon. The firm has 66 offices and 55 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Northwest Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Asset Management Brokerage Details
$3,271,377,063
55
8,878
$368,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Mark Renard Work History
Nwam, LLC Dba Northwest Asset Management
Miracle Mile Advisors, LLC
Cantella & Co., Inc
Purshe Kaplan Sterling Investments
Johnstone Financial Advisors, Inc
Johnstone Brokerage Services, LLC
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Mark Renard 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 Asset Management
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
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