Scott
Aune
Northwest Financial Advisors LLC
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About this Advisor
Scott Aune is a certified financial planner who works in Herndon, Virginia with 8 years of relevant experience. Aune is on the advisory team at Northwest Financial Advisors LLC. Throughout their career, they have worked at Olcott Consulting Group, Lpl Financial LLC, Wells Fargo Advisors Financial Network LLC, Northwest Financial Advisors, LLC and Northwest Financial Group LLC. Aune holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Northwest Financial Advisors LLC is a company that has its headquarters in Herndon, VA. It has offices in 10 locations and a total of 33 employees. It has $1 billion in total assets among its 3,489 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,489 accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a wide array of services, including 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. Financial management fee schedules largely are based on the services. However, fee types billed by Northwest Financial Advisors LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Financial Advisors LLC Brokerage Details
$1,408,022,578
33
3,489
$403,560
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
Scott Aune Work History
Scott has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Northwest Financial Advisors, LLC
Northwest Financial Group LLC
Wells Fargo Advisors Financial Network LLC
Olcott Consulting Group
*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 Scott Aune 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 Financial Advisors LLC
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
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.
