Matthew
Stelmas
Northwest Asset Management
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About this Advisor
Matthew Stelmas is a financial advisor based in Mercer Island, Washington, working with Northwest Asset Management. Matthew has previously held positions at Wells Fargo Advisors Financial Network, LLC and Northwest Asset Management. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Texas, and Washington. Currently, Matthew 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
Matthew Stelmas Work History
Northwest Asset Management
Wells Fargo Advisors Financial Network, LLC
Disclosures
Please visit the SEC profile of Matthew Stelmas 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
American Fork, UT
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
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