Unclaimed Profile

William Louis Reno

NORTHWEST FINANCIAL SERVICES INC·INDIANAPOLIS, Indiana

Series 6, Series 7, Series 22, Series 24, Series 63Clean record27 years registeredNORTHWEST FINANCIAL SERVICES INC

9333 N MERIDIAN ST, INDIANAPOLIS, IN 46260CRD# 1305665Firm CRD# 106805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Louis Reno · INDIANAPOLIS, IN

Registration

CRD #1305665 · NORTHWEST FINANCIAL SERVICES INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHWEST FINANCIAL SERVICES INC

NORTHWEST FINANCIAL SERVICES INC

Dec 1998 – Jul 2022

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · December 1, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST FINANCIAL SERVICES INC

CRD 106805 · SEC 801-42770

AUM

$482M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does William Louis Reno offer?

William Louis Reno specializes in Financial Planning, Investment Management.

What are William Louis Reno's credentials?

William Louis Reno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Louis Reno located?

William Louis Reno is based in INDIANAPOLIS, Indiana, last registered with NORTHWEST FINANCIAL SERVICES INC.

How does William Louis Reno charge for services?

William Louis Reno'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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