Danielle Marie Brink

Employer firm

Northwest Wealth Management, LLC CRD 152816

$1.03B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Northwest Bank
  Spencer, IA
• 01/2015 → Present
  Northwest Wealth Management Llc
  Spencer, IA
• 05/2017 → 10/2018
  Spencer Municipal Golf Course
  Spencer, IA

Other Businesses

Northwest Bank 705 Grand Avenue, Spencer, IA 51301 Bank Non-Investment Related Retail Manager, AVP Start Date: 2008 Devotes approximately 156 hours per month, 116 of which are during securities trading hours. Duties include managing retail staff

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-28

Other Names

• Danielle Merchant
• Danielle Doran
• Danielle Marie Doran