Brady
Webster

Northwest Financial Services Inc

CRD#7234328
Investment Advisor
in Indianapolis, IN

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About this Advisor

Brady Webster is a financial advisor operating in Indianapolis, Indiana who has 3 years of industry experience. Webster works at Northwest Financial Services Inc. Throughout their career, Webster has worked at Northwest Financial Services, Probo Medical, Bkd Llp, Indiana Department Of Revenue and Indiana University - Purdue University Indianapolis. Webster maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Indiana and Texas. Northwest Financial Services Inc is a financial advisory business operating out of Indianapolis, IN. It manages $415 million in assets under management between its 375 client accounts, placing it among the larger firms in the nation by assets under management. Of its 375 client accounts, 45% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Northwest Financial Services Inc provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services are provided. Fee types billed by Northwest Financial Services Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9333 N Meridian St Ste 300
Indianapolis, IN 46260

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Northwest Financial Services Inc Brokerage Details

Total Assets Under Management

$414,469,502

IN Average: $1,347,246,178
Total Number of Employees

10

IN Average: 46
Total Number of Accounts

375

IN Average: 1,775
Average Account Size

$1,105,252

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brady Webster Work History

Brady has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Northwest Financial Services

2016 - 2019 (3 years)

Probo Medical

2015 - 2016 (1 year)

Bkd Llp

2014 - 2014 (< 1 year)

Indiana University - Purdue University Indianapolis

2013 - 2013 (< 1 year)

Indiana Department Of Revenue

2013 - 2014 (1 year)

Bkd Llp

*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 Brady Webster 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 Financial Services Inc

Brady Webster
Indianapolis, IN
Sarah Austin
Indianapolis, IN
Molly O'Shea
Indianapolis, IN
Matthew Yeiter
Indianapolis, IN
Alyssa Eckerley
Indianapolis, IN
Thomas Gross
Indianapolis, IN
Rachel Leman
Indianapolis, IN
Aaron Pettersen
Indianapolis, IN

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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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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