Ryan
Rourke

Northwest Asset Management

CRD#6060980
Investment Advisor
in Mercer Island, WA

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About this Advisor

Ryan Rourke is a financial advisor working in Mercer Island, Washington. Rourke is currently employed by Northwest Asset Management. Their career trajectory has included roles at Metlife Securities Inc, Seattle University, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC and Nwam, LLC Dba Northwest Asset Management. Rourke maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Northwest Asset Management is a registered investment business operating out of Mercer Island, WA. It has offices in 66 locations and a total of 55 employees. It manages $3 billion in assets among its 8,627 client accounts, making it one of the largest firms in the country by assets under management. The firm advises six charities and foundations. Of its 8,627 client accounts, 26% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fees billed by Northwest Asset Management can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Mercer Island, WA

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

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

55

WA Average: 46
Total Number of Accounts

8,627

WA Average: 1,499
Average Account Size

$350,924

WA Average: $2,379,338

Investment Advisory Services

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

Ryan Rourke Work History

Ryan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Nwam, LLC Dba Northwest Asset Management

2016 - 2023 (7 years)

Massmutual Life Insurance Company

2016 - 2023 (7 years)

Mml Investors Services, LLC

2015 - 2016 (1 year)

Raymond James Financial Services Advisors Inc

2014 - 2016 (2 years)

Raymond James Financial Services, Inc

2012 - 2014 (2 years)

Metlife Securities Inc

2012 - 2015 (3 years)

Seattle University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Rourke 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

Douglass Mccrae
Mercer Island, WA
Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Joseph Peters
Mercer Island, WA
Noura Alsheikh
Mercer Island, WA
Brad Landry
Black Diamond, WA
Joseph Schreiber
Mercer Island, WA
Ryan Rourke
Mercer Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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