Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwest Asset Management
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2019 - February 2021 · 1 yr 7 mos
State Registrations2 states
COWA
Advisor
Exams
No exam information available for this advisor.
Hannah Geiger - Financial Advisor | TrueAdvisor