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1607 W. 18Th Street, Spencer, IA 51301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-10-14 |
Branch Locations
1607 W. 18Th Street, Spencer, IA 51301 • United States
1008 18Th Street, Spirit Lake, IA 51360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Sidney | IA | 08/2014 | 07/2018 |
| Intelligent Turf And Greens | Okoboji | IA | 05/2021 | 06/2021 |
| Northwest Wealth Management | Spirit Lake | IA | 08/2021 | 07/2025 |
| Student | Peru | NE | 08/2018 | 05/2021 |
| Northwest Wealth Management | Spirit Lake | IA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-14 |
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