Carolina
Ortiz
Northwest Asset Management
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About this Advisor
Carolina Ortiz is a certified financial planner who works out of Mercer Island, Washington, who has 10 years of financial industry experience. Ortiz is an employee of Northwest Asset Management. The advisor has gained experience at Mission Federal Credit Union, Cuso Financial Services, Lp, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Reboot/Nvtsi, Usaa Investment Management Company and Northwest Asset Management. Ortiz holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in California, Texas and Washington. Northwest Asset Management is a financial advisory business headquartered in Mercer Island, Washington. The firm has offices in 34 locations and a total of 53 advisors. It administers $3 billion in assets across its 8,139 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 8,139 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. Northwest Asset Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Northwest Asset Management may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Northwest Asset Management Brokerage Details
$3,232,723,892
53
8,139
$397,189
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Carolina Ortiz Work History
Carolina has 10 years of experience.
Northwest Asset Management
Usaa Investment Management Company
Reboot/Nvtsi
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Mission Federal Credit Union
Cuso Financial Services, Lp
Disclosures
Carolina Ortiz has no disclosures.
Please visit their SEC profile for more details.
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Mercer Island, WA
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Mercer Island, WA
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Manchester, NH
Centennial, CO
Mercer Island, WA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.