Emily
Schultz
Northwest Wealth Advisors
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About this Advisor
Emily Schultz is a financial advisor based in Bellingham, Washington, working with Northwest Wealth Advisors. Emily has previously held positions at West Invest, Whatcom County, Anderson Paper & Packaging, Banner Bank, Dr. Denis Holmes Office, Lpl Financial LLC, and Northwest Wealth Advisors, LLC. Emily has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Emily is part of Northwest Wealth Advisors, which operates out of Bellingham, Washington. The firm has 5 employees and manages assets totaling $152.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Northwest Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Wealth Advisors Brokerage Details
$152,263,001
5
954
$159,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Emily Schultz Work History
Northwest Wealth Advisors, LLC
West Invest
Lpl Financial LLC
Whatcom County
Anderson Paper & Packaging
Banner Bank
Dr. Denis Holmes Office
N/A
Disclosures
Please visit the SEC profile of Emily Schultz 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 Wealth Advisors
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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