Thomas
Whitehead
Northwest Asset Management
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Thomas Whitehead is a chartered financial analyst based in Mercer Island, Washington, with a total of 11 years of financial industry experience. Whitehead is currently employed by Northwest Asset Management. During their career, the advisor has held roles at Morgan Stanley & Co. LLC, Nuveen Investments, Rea, Whitehead & Associates and Northwest Asset Management. Whitehead has a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in California and Washington. Northwest Asset Management is a firm headquartered in Mercer Island, Washington. The investment advisory business has offices in 34 locations and a total of 53 advisors. It handles $3 billion in assets between its 8,139 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 8,139 customer accounts, 28% are associated with high-net-worth clients 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. Fees charged by financial advisors largely are based on the services offered. Fees billed by Northwest Asset Management most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northwest Asset Management Brokerage Details
$3,232,723,892
53
8,139
$397,189
Let us help match you with the right financial advisor for your needs.
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
Thomas Whitehead Work History
Thomas has 11 years of experience.
Northwest Asset Management
Rea, Whitehead & Associates
Nuveen Investments
Morgan Stanley & Co. LLC
Disclosures
Thomas Whitehead has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northwest Asset Management
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Louisville, KY
Mercer Island, WA
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 profile-compliance@smartasset.com.
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.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.