Best Investors Account Sign in
Current Employers
Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2022-01-05
WA RA APPROVED 2019-04-25
  • SD RA
    APPROVED
    Since 2022-01-05
  • WA RA
    APPROVED
    Since 2019-04-25

Branch Locations

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Rapid City, SD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Asset Management Mercer Island WA 08/2017 Present
Meritage Asset Management Group Paso Robles CA 10/2013 09/2016
Clearwater Wealth Management, Inc. Atascadero CA 09/2016 08/2017
  • 08/2017 → Present
    Mercer Island, WA
  • 10/2013 → 09/2016
    Meritage Asset Management Group
    Paso Robles, CA
  • 09/2016 → 08/2017
    Clearwater Wealth Management, Inc.
    Atascadero, CA
Other Businesses

ZYIA Active Wear, 9442 670 W, Sandy, UT 84070, Start Date: 05/15/2020, Online Sales Rep/Ambassador, Non-investment related, Hours per month: 0, Hours during trading: 0 hours, Listed on company's website as a sales rep.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-20
  • S65 Uniform Investment Adviser Law Examination
    2019-04-20
Other Names
  • Sheila Mae Schlepp

View on SEC IAPD

More in Mercer Island, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor