Daniel Lynn Vandergriff

Employer firm

Northwest Asset Management CRD 147923

$4.13B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• TAX PREPARATION

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

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

Current Employers

Employment History

• 06/1998 → 06/2019
  Fidelity Brokerage Services Llc
  Dallas, TX
• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2019 → 04/2026
  Noble Private Wealth, Llc
  North Richland Hills, TX
• 06/2019 → 04/2026
  Cs Planning Corp.
  Portland, OR
• 09/2001 → 07/2018
  Strategic Advisers Llc (Fidelity)
  Dallas, TX
• 04/2026 → Present
  Northwest Asset Management
  Mercer Island, WA

Previous Registrations

• 2019-06-24 → 2026-05-01
  Cs Planning Corp
  Portland, OR
  Southlake, TX
  Southlake, TX
• 2018-07-13 → 2019-06-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2001-03-29 → 2018-07-13
  Strategic Advisers Llc
  Tulsa, OK
  Atlanta, GA
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06
• S63 Uniform Securities Agent State Law Examination
  1998-10-15

Other Names

• Daniel Lynn Vandergriff