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Gretchen Prskalo

Northwest Asset Management

Bend, OR

Mercer Island, WA

CRD 8240415

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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:

Current Employers
Northwest Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-09
  • OR RA
    APPROVED
    Since 2026-04-09

Branch Locations

Bend, OR • 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
Mercer Island Nanny Service Mercer Island WA 02/2008 11/2017
Coldwell Banker Bain Mercer Island WA 08/2016 10/2017
Amerititles Bend OR 12/2017 03/2020
First American Title And Escrow Bend OR 03/2020 11/2023
Eagle Wealth Management Bend OR 11/2023 12/2024
Northwest Asset Management Mercer Island WA 01/2025 Present
  • 02/2008 → 11/2017
    Mercer Island Nanny Service
    Mercer Island, WA
  • 08/2016 → 10/2017
    Coldwell Banker Bain
    Mercer Island, WA
  • 12/2017 → 03/2020
    Amerititles
    Bend, OR
  • 03/2020 → 11/2023
    First American Title And Escrow
    Bend, OR
  • 11/2023 → 12/2024
    Eagle Wealth Management
    Bend, OR
  • 01/2025 → Present
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-09
  • S65 Uniform Investment Adviser Law Examination
    2026-04-09

View on SEC IAPD

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