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Eric Joel Van Der Heide

NORTHWEST WEALTH MANAGEMENT, LLC·SPENCER, Iowa
Series 65Clean record10 years registeredNORTHWEST WEALTH MANAGEMENT, LLC
1607 W. 18TH STREET, SPENCER, IA 51301CRD# 6511174Firm CRD# 152816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Joel Van Der Heide · SPENCER, IA
Registration
CRD #6511174 · NORTHWEST WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

NORTHWEST WEALTH MANAGEMENT, LLC
Oct 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 23, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHWEST WEALTH MANAGEMENT, LLC
CRD 152816 · SEC 801-72545
AUM
$718M
Regulatory assets under management
Employees
24
3,817 client accounts
Services offered by NORTHWEST WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTHWEST WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Eric Joel Van Der Heide offer?
Eric Joel Van Der Heide specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPENCER, Iowa for a consultation.
What are Eric Joel Van Der Heide's credentials?
Eric Joel Van Der Heide is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Joel Van Der Heide located?
Eric Joel Van Der Heide is based in SPENCER, Iowa, working with NORTHWEST WEALTH MANAGEMENT, LLC. Their office serves clients in the SPENCER metropolitan area and surrounding communities.
How does Eric Joel Van Der Heide charge for services?
Eric Joel Van Der Heide'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 WEALTH MANAGEMENT, LLC?
NORTHWEST WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $718M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
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City Guides
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Research
Advisor Fees in IowaNational Fee Analysis
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