Jodi L Minard

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

• 09/2025 → Present
  Northwest Wealth Management, Llc
  Spencer, IA
• 03/2025 → Present
  Northwest Bank
  West Des Moines, IA
• 05/2010 → Present
  Jpmm, Llc
  Runnells, IA
• 07/2022 → 08/2024
  Heartland Bank & Trust
  Waterloo, IA
• 01/1997 → 01/2019
  Prestige Quality Dry Cleaning
  Waterloo, IA
• 07/2014 → 04/2022
  Lonseal, Inc.
  Carson, CA
• 07/2014 → 04/2022
  Parterre
  Boston, MA

Other Businesses

1). JPMM, LLC 8872 SE Vandalia Drive, Runnells, IA 50237 | Residential Rental, Single Family Homes | Non-Investment Related | May 2010 to Present | Devotes 10-15 hours per month, 0 of which are during securities trading hours. 2). Northwest Bank West Des Moines, IA | Non-Investment Related | Private Banker | March 2025 to Present | Devotes approximately 180 hours per month, the majority of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19

Other Names

• Jodi Lyn Klein