| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron James Pettersen Control | Chief Compliance Officer, Chief Investment Officer, And Secretary | 5-10% | 2019 |
| Matthew Colin Yeiter Control | President | 50-75% | 2020 |
| Thomas Dane Gross Control | Vice President | 25-50% | 2020 |
Northwest Financial Services Inc reports $551.4 million in regulatory assets under management on its Form ADV.
Northwest Financial Services Inc reports 10 employees.
Northwest Financial Services Inc is based in Indianapolis, IN and has been SEC-registered since 1992.
Northwest Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9333 N Meridian St, Ste 300, Indianapolis, IN 46260 |
| Phone | 317-844-0448 |
| Fax | 317-844-0458 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $551.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $551.4M |