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Matthew Colin Yeiter

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana
Series 65Clean record14 years registeredNORTHWEST FINANCIAL SERVICES INC
9333 N MERIDIAN ST, INDIANAPOLIS, IN 46260CRD# 5795570Firm CRD# 106805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Colin Yeiter · INDIANAPOLIS, IN
Registration
CRD #5795570 · NORTHWEST FINANCIAL SERVICES INC · 14 years registered
Brand Profile
Not yet started
01

Career History

NORTHWEST FINANCIAL SERVICES INC
Sep 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 13, 2011
Years registered · 14
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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05

Frequently Asked Questions

What services does Matthew Colin Yeiter offer?
Matthew Colin Yeiter specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Matthew Colin Yeiter's credentials?
Matthew Colin Yeiter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Colin Yeiter located?
Matthew Colin Yeiter 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 Matthew Colin Yeiter charge for services?
Matthew Colin Yeiter'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

Aaron James Pettersen
INDIANAPOLIS, IN
CFP
Thomas Dane Gross
INDIANAPOLIS, IN
William Louis Reno
INDIANAPOLIS, IN

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