Claim Profile
AP

Aaron James Pettersen

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana
Unclaimed Profile
9333 N MERIDIAN ST, INDIANAPOLIS, IN 46260CRD# 3099298Firm CRD# 106805
01

About

Aaron James Pettersen is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with NORTHWEST FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHWEST FINANCIAL SERVICES INC
NORTHWEST FINANCIAL SERVICES INC
AUM
$482M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3099298
Firm CRD# 106805
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty