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Aaron James Pettersen

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana
Series 7, Series 63CFPClean record22 years registeredNORTHWEST FINANCIAL SERVICES INC
9333 N MERIDIAN ST, INDIANAPOLIS, IN 46260CRD# 3099298Firm CRD# 106805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron James Pettersen · INDIANAPOLIS, IN
Registration
CRD #3099298 · NORTHWEST FINANCIAL SERVICES INC · 22 years registered
Brand Profile
Not yet started
01

Career History

NORTHWEST FINANCIAL SERVICES INC
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 1, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHWEST FINANCIAL SERVICES INC
CRD 106805 · SEC 801-42770
AUM
$482M
Regulatory assets under management
Employees
9
376 client accounts
Services offered by NORTHWEST FINANCIAL SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTHWEST FINANCIAL SERVICES INC →
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Frequently Asked Questions

What services does Aaron James Pettersen offer?
Aaron James Pettersen specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Aaron James Pettersen's credentials?
Aaron James Pettersen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron James Pettersen located?
Aaron James Pettersen is based in INDIANAPOLIS, Indiana, working with NORTHWEST FINANCIAL SERVICES INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Aaron James Pettersen charge for services?
Aaron James Pettersen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST FINANCIAL SERVICES INC?
NORTHWEST FINANCIAL SERVICES INC has approximately 9 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHWEST FINANCIAL SERVICES INC

Thomas Dane Gross
INDIANAPOLIS, IN
William Louis Reno
INDIANAPOLIS, IN
Matthew Colin Yeiter
INDIANAPOLIS, IN

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