Mark
Renard

Northwest Asset Management

CRD#4238541
Investment Advisor
in Lake Oswego, OR

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lake Oswego, OR

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,271,377,063

OR Average: $3,566,627,242
Total Number of Employees

55

OR Average: 46
Total Number of Accounts

8,878

OR Average: 1,499
Average Account Size

$368,481

OR Average: $2,379,338

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

2023 - Present (1 year)

Nwam, LLC Dba Northwest Asset Management

2021 - 2023 (2 years)

Miracle Mile Advisors, LLC

2018 - 2019 (1 year)

Cantella & Co., Inc

2017 - 2018 (1 year)

Purshe Kaplan Sterling Investments

2009 - 2021 (12 years)

Johnstone Financial Advisors, Inc

2009 - 2021 (12 years)

Johnstone Brokerage Services, LLC

2009 - 2017 (8 years)

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

Mahum Prasad
Mercer Island, WA
Ryan Lindley
Mercer Island, WA
Michael Van Sant
Mercer Island, WA
Braden Drook
American Fork, UT
Sheila Noble
Mercer Island, WA
Brett Carlson
Mercer Island, WA
Milan Mcmakin
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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