Northwest Asset Management

Investment Advisor
in Mercer Island, WA

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About this Advisor

Matthew Loreen is a financial advisor who works in Mercer Island, Washington, who has been in the financial industry for 11 years. Loreen currently works for Northwest Asset Management. Their career trajectory has included roles at Nwam, LLC Dba Northwest Asset Management, High School, Issaquah Fitness, Washington State University, Lesa Sroufe & Company, Foresters Financial, Carson Center For Student Success and Mutual Of Omaha. Loreen holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Washington. Northwest Asset Management is an advisory business headquartered in Mercer Island, Washington. The investment advisory business has offices in 34 locations and a total of 53 people on staff. It administers $3 billion in assets under management across its 8,139 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 8,139 customer accounts, 28% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules typically are based on which services are provided. However, fee types billed by Northwest Asset Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

2835 82Nd Avenue Se Ste 300
Mercer Island, WA 98040

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Northwest Asset Management Brokerage Details

Total Assets Under Management


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


WA Average: 46
Total Number of Accounts


WA Average: 1,499
Average Account Size


WA Average: $2,379,338

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Investment Advisory Services

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

Matthew Loreen Work History

Matthew has 11 years of experience.

2020 - Present (3 years)

Nwam, LLC Dba Northwest Asset Management

2020 - 2020 (< 1 year)

Mutual Of Omaha

2018 - 2018 (< 1 year)

Foresters Financial

2017 - 2017 (< 1 year)

Lesa Sroufe & Company

2017 - 2020 (3 years)

Carson Center For Student Success

2016 - 2020 (4 years)

Washington State University

2013 - 2016 (3 years)

Issaquah Fitness

2011 - 2016 (5 years)

High School


Matthew Loreen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Asset Management

Loren Deshon
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Joseph Peters
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Paul Orlino
Centennial, CO
William Farrell
Louisville, KY
Anders Eggehorn
Seattle, 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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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