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1607 W. 18Th Street, Spencer, IA 51301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-06-28 |
Branch Locations
10 N. 29Th St., Fort Dodge, IA 50501 • United States
1607 W. 18Th Street, Spencer, IA 51301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank | Fort Dodge | IA | 10/2013 | Present |
| Northwest Wealth Management, Llc | Spencer | IA | 05/2022 | Present |
NORTHWEST BANK 10 N 29TH STREET FORT DODGE, IA 50501 BANK NON-INVESTMENT RELATED TREASURY MANAGEMENT SPECIALIST, VP 2008 TO PRESENT DEVOTES 100 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS DUTIES INCLUDE SELLING TREASURY PRODUCTS AND ASSISTING BUSINESSES WITH SETUP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-28 |
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