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1 N. Monroe Street Ste 202, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-21 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| WA | RA | APPROVED | 2018-10-02 |
Branch Locations
1 N. Monroe Street Ste 202, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Reliance Group | Spokane | WA | 02/2017 | 03/2019 |
| Center Street Securities, Inc. | Spokane | WA | 10/2013 | 03/2017 |
| Brookstone Capital Management, Llc | Seattle | WA | 08/2011 | 03/2017 |
| Northwest Planning Advisors Llc | Spokane | WA | 07/2018 | Present |
| Northwest Planning Inc. | Spokane | WA | 06/2009 | Present |
NORTHWEST PLANNING, INC. RETAIL & WHOLESALE INSURANCE (FIXED ANNUITIES, LONG TERM CARE, LIFE INS.) 64040 N. MONROE ST., SPOKANE, WA 99208. RETAIL SET OF CLIENTS; FIXED ANNUITIES, LTCI AND LIFE INS. WE ALSO BROKER PRODUCTES TO AGENTS; FIXED ANNUITIES, LTCI, AND LIFE INS. VP OF OPERATIONS. I HANDEL ANNUITY & LIFE INS. INFO TO AGENTS & CLIENTS, APPROX. 10 HOURS A WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2012-09-26 |
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