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Maretta Elizabeth Menz

Northwest Asset Management

Bellevue, 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
WA RA APPROVED 2026-03-19
  • WA RA
    APPROVED
    Since 2026-03-19

Branch Locations

777 108Th Avenue Ne Suite 1600, Bellevue, WA 98004 • 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
Wells Fargo Bank, Na Seattle WA 10/1999 09/2024
Wells Fargo Advisors, Llc Seattle WA 02/2021 09/2024
R W Baird Bellevue WA 09/2024 03/2026
Northwest Asset Management Mercer Island WA 03/2026 Present
  • 10/1999 → 09/2024
    Wells Fargo Bank, Na
    Seattle, WA
  • 02/2021 → 09/2024
    Wells Fargo Advisors, Llc
    Seattle, WA
  • 09/2024 → 03/2026
    R W Baird
    Bellevue, WA
  • 03/2026 → Present
    Northwest Asset Management
    Mercer Island, WA
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV. RELATED; MERCER ISLAND, WA; START DATE: 9/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2024-11-20
Designations
Other Names
  • Maretta Elizabeth Holden
  • Maretta Elizabeth Holden
  • Marte Holden
  • Marte Menz
  • Maretta Elizabeth Skov
  • Marte Skov
  • Maretta Menz
  • Maretta E Holden

View on SEC IAPD

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JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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