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Matthew Quincy Loreen

Northwest Asset Management

Mercer Island, WA

Mercer Island, WA

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Current Employers
Northwest Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-12-06
CA RA APPROVED 2023-09-27
WA RA APPROVED 2021-12-16
  • AZ RA
    APPROVED
    Since 2023-12-06
  • CA RA
    APPROVED
    Since 2023-09-27
  • WA RA
    APPROVED
    Since 2021-12-16

Branch Locations

Mercer Island, WA • United States

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • 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
Nwam, Llc Dba Northwest Asset Management Mercer Island WA 09/2020 Present
Washington State University Pullman WA 08/2016 05/2020
Lesa Sroufe & Company Seattle WA 05/2017 08/2017
Foresters Financial Seattle WA 05/2018 08/2018
Carson Center For Student Success Pullman WA 08/2017 01/2020
Mutual Of Omaha Lynnwood WA 04/2020 07/2020
  • 09/2020 → Present
    Nwam, Llc Dba Northwest Asset Management
    Mercer Island, WA
  • 08/2016 → 05/2020
    Washington State University
    Pullman, WA
  • 05/2017 → 08/2017
    Lesa Sroufe & Company
    Seattle, WA
  • 05/2018 → 08/2018
    Foresters Financial
    Seattle, WA
  • 08/2017 → 01/2020
    Carson Center For Student Success
    Pullman, WA
  • 04/2020 → 07/2020
    Mutual Of Omaha
    Lynnwood, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-15
Other Names
  • Quincy Loreen

View on SEC IAPD

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