Northwest Wealth Management LLC
Legal Name: NORTHWEST WEALTH MANAGEMENT, LLC
Full Contact Details
Northwest Wealth Management LLC
705 N. GRAND AVENUE, SPENCER, IA
712-580-4100
712-580-4188
Other Info
Northwest Wealth Management LLC is a Limited Liability Company with 26 employees, out of which 17 are involved in advisory positions. The exact number of clients served by this firm is unknown to the public. Registered with the SEC in 2011, it has been approved and authorized.
Northwest Wealth Management - Northwest Wealth Management
Skip Nav Dashboard HyperLink Close Presidents' Day Northwest Wealth Management will be closed on Monday, February 20, 2023, in observance of Presidents' Day. Thank you! Search Home Search Our Company About Us Northwest Bank Northwest Insurance Services Northwest Financial Corporation Login W…
Northwest Wealth Management - Northwest Wealth Management
Skip Nav Dashboard HyperLink Close Presidents' Day Northwest Wealth Management will be closed on Monday, February 20, 2023, in observance of Presidents' Day. Thank you! Search Home Search Our Company About Us Northwest Bank Northwest Insurance Services Northwest Financial Corporation Login W…
Direct Owners
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CORNELIUS BURROUGHS CONOVER IV
SECRETARY-TREASURER owns less than 5%
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ERIC JOEL VAN DER HEIDE
PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFF PLAGGE
VICE PRESIDENT owns less than 5%
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NORTHWEST FINANCIAL CORP.
SOLE MANAGING MEMBER owns 75% or more
Indirect Owners
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CORNELIUS BURROUGHS CONOVER IV
SHAREHOLDER owns more than 25% but less than 50%
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DWIGHT CONOVER
SHAREHOLDER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS SM CP VAL ETF $7,338k
- VANGUARD INDEX FDS TOTAL STK MKT $6,847k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $5,974k
- US BANCORP DEL $5,481k
- VANGUARD BD INDEX FD INC $3,686k
- ISHARES TR $3,628k
- VANGUARD INDEX FDS VALUE ETF $3,405k
- VANGUARD INTL EQUITY $3,129k
- Occidental Petroleum Corp $2,941k
- ISHARES TR $2,811k