Brett
Carlson
Northwest Asset Management
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About this Advisor
Brett Carlson is a financial advisor based in Mercer Island, Washington, working with Northwest Asset Management. Brett has previously held a position at Nwam, LLC Dba Northwest Asset Management. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Oregon, Texas, and Washington. Currently, Brett is part of Northwest Asset Management, which operates out of Mercer Island, Washington. 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
Brett Carlson Work History
Nwam, LLC Dba Northwest Asset Management
Disclosures
Please visit the SEC profile of Brett Carlson 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
Chicago, IL
Mercer Island, WA
Mercer Island, WA
American Fork, UT
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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