AdvisorOS Directory
Claim Profile
TG

Thomas Dane Gross

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana
Unclaimed Profile
9333 N MERIDIAN ST, INDIANAPOLIS, IN 46260CRD# 5975414Firm CRD# 106805
01

About

Thomas Dane Gross 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
View all advisors at NORTHWEST FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5975414
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.

Browse INDIANAPOLIS AdvisorsAre you this advisor? Claim profile

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 Thomas Dane Gross offer?
Thomas Dane Gross specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Thomas Dane Gross's credentials?
Thomas Dane Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Dane Gross located?
Thomas Dane Gross 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 Thomas Dane Gross charge for services?
Thomas Dane Gross'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 →
Other advisors in INDIANAPOLIS
Larry Scot Wechter — MONUMENT CAPITAL PARTNERS 2, L.P.Terence Paul Weiss — WALLINGTON ASSET MANAGEMENT, LLCJeffrey Germaine Dowden — WALLINGTON ASSET MANAGEMENT, LLCGerald W. Throgmartin — CARDINAL EQUITY PARTNERS, LLCCurt Robert Fritsch — CRF FINANCIAL GROUP
Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile